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

Kingswood Wealth Advisors, LLC

$2.07 Trillion
Q4 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 7,271 shares of VBR stock, worth $1.49 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

7,271

Previous 7,037 3.33%

Holding current value

$1.49 Million

Previous $1.47 Billion 4.84%

% of portfolio

0.07%

Previous 0.09%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 28, 2026	BUY	$201.42 - $211.15 $47,132 - $49,409	234 Added 3.33%	7,271 $1.54 Billion
Q3 2025 Oct 23, 2025	BUY	$195.41 - $212.37 $591,115 - $642,419	3,025 Added 75.4%	7,037 $1.47 Billion
Q2 2025 Jul 23, 2025	BUY	$162.76 - $195.77 $2,604 - $3,132	16 Added 0.4%	4,012 $782 Million
Q1 2025 Jul 25, 2025	SELL	$183.02 - $207.75 $22,328 - $25,345	-122 Reduced 3.04%	3,890 $725 Million
Q1 2025 Apr 21, 2025	BUY	$183.02 - $207.75 $69,364 - $78,737	379 Added 10.48%	3,996 $745 Million

Q4 2024 Jan 22, 2025	SELL	$197.36 - $217.3 $174,466 - $192,093	-884 Reduced 19.64%	3,617 $717 Million
Q3 2024 Oct 21, 2024	BUY	$179.99 - $201.6 $810,134 - $907,401	4,501 New	4,501 $904 Million
Q4 2023 Jan 16, 2024	BUY	$149.18 - $181.94 $171,258 - $208,867	1,148 New	1,148 $207 Million

Others Institutions Holding VBR

# of Institutions

1,807

Shares Held

91.7M

Call Options Held

70.1K

Put Options Held

8.2K

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

More about VBR

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