Vanguard Small-Cap Value ETF shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in Vanguard Small-Cap Value ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Small-Cap Value ETF held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Small-Cap Value ETF by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 7.0k | 208.72 |
| 2025-06-30 | $782k | 4.0k | 195.01 |
| 2025-03-31 | $725k | 3.9k | 186.32 |
| 2024-12-31 | $717k | 3.6k | 198.20 |
| 2024-09-30 | $904k | 4.5k | 200.76 |
| 2023-12-31 | $207k | 1.1k | 180.00 |