Kingswood Wealth Advisors »

Vanguard Materials ETF shares owned by Kingswood Wealth Advisors

Quarter-by-quarter ownership of Vanguard Materials ETF (VAW) shares owned by Kingswood Wealth Advisors from 13F filings

Historical chart of Kingswood Wealth Advisors investment in Vanguard Materials ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Materials ETF held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Materials ETF by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.8M 8.4k 211.45

More positions owned by Kingswood Wealth Advisors

Apple Incorporated Common Stock (AAPL)
Nvidia Corporation Common Stock (NVDA)
Microsoft Corporation Common Stock (MSFT)
Amazon Com Incorporated Common Stock (AMZN)
Spdr S&p 500 Etf Exchange Traded Fund (SPY)
Invesco Qqq Tr Exchange Traded Fund (QQQ)
Meta Platforms Incorporated Class A Common Stock (META)
Alphabet Incorporated Cap Stk Class C Common Stock (GOOG)
Grayscale Bitcoin Etf Exchange Traded Fund (GBTC)
Lamar Advertising Common Stock (LAMR)
Schwab U.s. Large-cap Growth Etf Exchange Traded Fund (SCHG)
Alphabet Incorporated Cap Stk Class A Common Stock (GOOGL)
Broadcom Incorporated Common Stock (AVGO)
Eli Lilly & Company Common Stock (LLY)
Ishares Tr Core S&p500 Etf Exchange Traded Fund (IVV)

View all positions for Kingswood Wealth Advisors

Top funds holding Vanguard Materials ETF

Bank of America Corporation
Beacon Capital Management
Envestnet Asset Management
Empower Advisory Group
Manufacturers Life Insurance Company
Morgan Stanley
Wells Fargo & Company
Northwestern Mutual Wealth Management Company
LPL Financial
Cetera Investment Advisers
Green Harvest Asset Management
CI Private Wealth
Stifel Financial
TrueWealth Financial Partners
Jpmorgan Chase & Co

View all funds holding Vanguard Materials ETF