Vanguard Capital Wealth Advisors VERI — VERITONE INC

Ownership history in Vanguard Capital Wealth Advisors  ·  27 quarters on record

AI Ownership Summary

Vanguard Capital Wealth Advisors reported VERITONE INC (VERI) in 27 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.27% in 2024 Q4. The latest visible filing shows VERI at 0.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VERI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Vanguard Capital Wealth Advisors's position in VERITONE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VERI was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.27% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VERI stock page Vanguard Capital Wealth Advisors fund profile Vanguard Capital Wealth Advisors full holdings
How Vanguard Capital Wealth Advisors held VERI — position size vs. price
% of Fund (quarterly)    VERI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 69,750 -1,700 -2.4% 0.13% $137K 2026-04-21 $2.36
2025 Q4 ADDED — — — 71,450 +7,100 +11.0% 0.27% $332K 2026-01-16 $4.45
2025 Q3 ADDED — — — 64,350 +400 +0.6% 0.25% $310K 2025-10-30 $6.01
2025 Q2 REDUCED — — — 63,950 -64 -0.1% 0.08% $81K 2025-07-11 $1.44
2025 Q1 REDUCED 14.9% -45.9% ✅ 64,014 -11,200 -14.9% 0.18% $149K 2025-04-11 $2.18
2024 Q4 ADDED — — — 75,214 +4,614 +6.5% 0.27% $247K 2025-02-18 $3.32
2024 Q3 ADDED — — — 70,600 +40,700 +136.1% 0.27% $253K 2024-10-25 $3.47
2024 Q2 REDUCED 9.1% +58.9% ❌ 29,900 -3,000 -9.1% 0.05% $68K 2024-08-08 $2.69
2024 Q1 REDUCED 20.0% -56.8% ✅ 32,900 -8,250 -20.0% 0.12% $173K 2024-04-16 $4.38
2023 Q4 REDUCED 26.9% +196.1% ❌ 41,150 -15,118 -26.9% 0.06% $74K 2024-02-05 $1.70
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VERI

As of 2026 Q1 — sorted by position size

BANTA ASSET MANAGEMENT LP 3Y 7Y 4.87% Themes Management Co LLC 0.4% PERKINS CAPITAL MANAGEMENT INC 3Y 7Y 0.29% Scientech Research LLC 0.21% CTC Alternative Strategies, Ltd. 3Y 7Y 0.04% Inspire Investing, LLC 3Y 7Y 0.04% Caitong International Asset Management Co., Ltd 0.04% ROYCE & ASSOCIATES LP 3Y 7Y 0.03% nVerses Capital, LLC 0.02% GSA CAPITAL PARTNERS LLP 3Y 7Y 0.02%

FAQ About Vanguard Capital Wealth Advisors and VERI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Vanguard Capital Wealth Advisors reported owning VERI?

Vanguard Capital Wealth Advisors reported VERI across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VERI position in Vanguard Capital Wealth Advisors's portfolio?

The largest reported portfolio weight for VERI was 0.27% in 2024 Q4.

What is the latest reported VERI position on this page?

The most recent filing on this page is 2026 Q1, when Vanguard Capital Wealth Advisors reported 69,750 shares, equal to 0.13% of portfolio, with an estimated market value of $137K.

What does the chart on this VERI ownership page compare?

The chart compares Vanguard Capital Wealth Advisors's quarterly VERI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Vanguard Capital Wealth Advisors time their VERI position?

Based on 13F filing dates vs. subsequent VERI price moves, Vanguard Capital Wealth Advisors correctly timed 11 out of 25 reported position changes (44%). The annualised alpha on VERI relative to SPY over the holding period was -24.3%.

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