Vanguard Large-Cap ETF shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of Vanguard Large-Cap ETF (VV) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in Vanguard Large-Cap ETF
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Quarterly reported holdings in Vanguard Large-Cap ETF by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.6M | 18k | 307.86 |
| 2025-06-30 | $1.6M | 5.7k | 285.31 |
| 2025-03-31 | $1.4M | 5.4k | 257.04 |
| 2024-12-31 | $1.1M | 4.0k | 269.70 |
| 2024-09-30 | $3.2M | 12k | 263.29 |
| 2024-06-30 | $613k | 2.5k | 249.67 |
| 2024-03-31 | $250k | 1.0k | 239.92 |
| 2023-12-31 | $327k | 1.5k | 218.14 |
| 2023-09-30 | $225k | 1.1k | 195.71 |