Vanguard Mid-Cap Value ETF shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of Vanguard Mid-Cap Value ETF (VOE) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in Vanguard Mid-Cap Value ETF
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Quarterly reported holdings in Vanguard Mid-Cap Value ETF by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $2.6M | 14k | 184.28 |
| 2025-12-31 | $2.3M | 13k | 177.37 |
| 2025-09-30 | $1.7M | 10k | 174.57 |
| 2025-06-30 | $943k | 5.7k | 164.45 |
| 2025-03-31 | $878k | 5.5k | 160.53 |
| 2024-12-31 | $642k | 4.0k | 161.79 |
| 2024-09-30 | $432k | 2.6k | 167.63 |