Vanguard Small-Cap ETF shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $7.0M | 29k | 240.29 |
| 2024-09-30 | $2.5M | 10k | 237.18 |
| 2024-06-30 | $5.0M | 23k | 218.07 |
| 2024-03-31 | $3.5M | 15k | 228.59 |
| 2023-12-31 | $4.8M | 22k | 213.33 |
| 2023-09-30 | $340k | 1.8k | 189.07 |
| 2023-06-30 | $530k | 2.7k | 198.89 |