Kingswood Wealth Advisors, LLC Vanguard Small Cap Growth ETF Transaction History

Kingswood Wealth Advisors, LLC

$1.65 Trillion
Q3 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 10,908 shares of VBK stock, worth $3.18 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

10,908

Previous 6,120 78.24%

Holding current value

$3.18 Million

Previous $1.69 Billion 91.54%

% of portfolio

0.2%

Previous 0.13%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$276.51 - $305.12 $1.32 Million - $1.46 Million	4,788 Added 78.24%	10,908 $3.25 Billion
Q2 2025 Jul 23, 2025	BUY	$219.76 - $276.94 $152,293 - $191,919	693 Added 12.77%	6,120 $1.69 Billion
Q1 2025 Jul 25, 2025	SELL	$247.97 - $296.33 $216,973 - $259,288	-875 Reduced 14.3%	5,245 $1.32 Billion
Q1 2025 Apr 21, 2025	BUY	$247.97 - $296.33 $102,163 - $122,087	412 Added 8.22%	5,427 $1.37 Billion
Q4 2024 Jan 22, 2025	SELL	$264.18 - $304.19 $288,220 - $331,871	-1,091 Reduced 17.87%	5,015 $1.4 Billion

Q3 2024 Oct 21, 2024	BUY	$240.48 - $267.94 $1.47 Million - $1.64 Million	6,106 New	6,106 $1.63 Billion

Others Institutions Holding VBK

# of Institutions

1,281

Shares Held

45.2M

Call Options Held

45.8K

Put Options Held

26K

View Full List

About VANGUARD SMALL-CAP GROWTH ETF

Ticker VBK
Sector ETFs
Industry ETFs

More about VBK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Account

Kingswood Wealth Advisors, LLC Vanguard Small Cap Growth ETF Transaction History