Kingswood Wealth Advisors, LLC Vanguard Mid Cap Value Index F Transaction History

Kingswood Wealth Advisors, LLC

$2.07 Trillion
Q4 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 13,193 shares of VOE stock, worth $2.29 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

13,193

Previous 9,956 32.51%

Holding current value

$2.29 Million

Previous $1.74 Billion 34.64%

% of portfolio

0.11%

Previous 0.11%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 28, 2026	BUY	$169.53 - $176.53 $548,768 - $571,427	3,237 Added 32.51%	13,193 $2.34 Billion
Q3 2025 Oct 23, 2025	BUY	$164.63 - $174.58 $695,232 - $737,251	4,223 Added 73.66%	9,956 $1.74 Billion
Q2 2025 Jul 23, 2025	BUY	$141.87 - $164.49 $37,595 - $43,589	265 Added 4.85%	5,733 $943 Million
Q1 2025 Jul 25, 2025	SELL	$156.61 - $168.02 $41,501 - $44,525	-265 Reduced 4.62%	5,468 $878 Million
Q1 2025 Apr 21, 2025	BUY	$156.61 - $168.02 $235,071 - $252,198	1,501 Added 37.84%	5,468 $878 Million

Q4 2024 Jan 22, 2025	BUY	$160.89 - $176.18 $223,637 - $244,890	1,390 Added 53.94%	3,967 $642 Million
Q3 2024 Oct 21, 2024	BUY	$149.02 - $167.67 $384,024 - $432,085	2,577 New	2,577 $432 Million

Others Institutions Holding VOE

# of Institutions

1,287

Shares Held

73.8M

Call Options Held

30.9K

Put Options Held

7.7K

View Full List

About VANGUARD MID-CAP VALUE INDEX F

Ticker VOE
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Kingswood Wealth Advisors, LLC Vanguard Mid Cap Value Index F Transaction History