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Vanguard Small-Cap Growth ETF shares owned by Kingswood Wealth Advisors

Quarter-by-quarter ownership of Vanguard Small-Cap Growth ETF (VBK) shares owned by Kingswood Wealth Advisors from 13F filings

Historical chart of Kingswood Wealth Advisors investment in Vanguard Small-Cap Growth ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Small-Cap Growth ETF by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.4M 5.0k 280.07
2024-09-30 $1.6M 6.1k 267.34

More positions owned by Kingswood Wealth Advisors

Apple Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Spdr S&p 500 Etf Iv Exchange Traded Fund (SPY)
Microsoft Corp Common Stock (MSFT)
Invsc Qqq Trust Srs 1 Etf Exchange Traded Fund (QQQ)
Amazon.com Common Stock (AMZN)
Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Grayscale Bitcoin Trust Etf Exchange Traded Fund (GBTC)
Schwab Us Large Cap Growth Etf Exchange Traded Fund (SCHG)
Microstrategy Common Stock (MSTR)
2x Bitcoin Strategy Etf Exchange Traded Fund (BITX)
Ishares Core S&p 500 Etf Iv Exchange Traded Fund (IVV)
Meta Platforms Common Stock (META)
First Trust Preferred Sec Income Etf Exchange Traded Fund (FPE)
Broadcom Common Stock (AVGO)

View all positions for Kingswood Wealth Advisors

Top funds holding Vanguard Small-Cap Growth ETF

Bank of America Corporation
Jones Financial Companies, L.L
Axiom Advisory
Assetmark
CI Private Wealth
Sei Investments
UBS Group
Mather Group
Wells Fargo & Company
Envestnet Asset Management
Pnc Financial Services
LPL Financial
Cohen Klingenstein
Rsm Us Wealth Management
Moneta Group Investment Advisors

View all funds holding Vanguard Small-Cap Growth ETF