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Vanguard Consumer Staples ETF shares owned by Kingswood Wealth Advisors

Quarter-by-quarter ownership of Vanguard Consumer Staples ETF (VDC) shares owned by Kingswood Wealth Advisors from 13F filings

Historical chart of Kingswood Wealth Advisors investment in Vanguard Consumer Staples ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Consumer Staples 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 Consumer Staples ETF by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.4M 25k 218.48
2024-06-30 $800k 3.9k 203.03
2024-03-31 $931k 4.6k 204.14
2023-12-31 $1.3M 6.9k 190.96

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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 Consumer Staples ETF

Bank of America Corporation
Wellspring Financial Advisors
Beacon Capital Management
Morgan Stanley
LPL Financial
Envestnet Asset Management
Compass Financial Group
Morningstar Investment Management
Wells Fargo & Company
Green Harvest Asset Management
Cambridge Investment Research Advisors
Cetera Investment Advisers
Commonwealth Equity Services
Empower Advisory Group
Northwestern Mutual Wealth Management Company

View all funds holding Vanguard Consumer Staples ETF