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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
2024-12-31 $1.6M 7.4k 211.38
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

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 Consumer Staples ETF

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

View all funds holding Vanguard Consumer Staples ETF