Vanguard Growth ETF shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of Vanguard Growth ETF (VUG) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in Vanguard Growth ETF
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Quarterly reported holdings in Vanguard Growth ETF by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.4M | 11k | 479.60 |
| 2025-06-30 | $3.7M | 8.5k | 438.40 |
| 2025-03-31 | $3.0M | 8.1k | 371.09 |
| 2024-12-31 | $3.3M | 8.1k | 410.44 |
| 2024-09-30 | $2.1M | 5.3k | 383.74 |
| 2024-06-30 | $1.2M | 3.2k | 374.09 |
| 2024-03-31 | $1.0M | 2.9k | 344.28 |
| 2023-12-31 | $723k | 2.3k | 310.88 |