Kingswood Wealth Advisors, LLC Vanguard Mid Cap Growth Index Transaction History

Kingswood Wealth Advisors, LLC

  • $2.07 Trillion
  • Q4 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 5,644 shares of VOT stock, worth $1.58 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,644
Previous 3,370 67.48%
Holding current value
$1.58 Million
Previous $990 Million 59.13%
% of portfolio
0.08%
Previous 0.06%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 28, 2026
BUY
$279.76 - $298.12 $636,174 - $677,924
2,274 Added 67.48%
5,644 $1.58 Billion
Q3 2025

Oct 23, 2025
BUY
$282.75 - $294.19 $245,992 - $255,945
870 Added 34.8%
3,370 $990 Million
Q2 2025

Jul 23, 2025
SELL
$216.28 - $284.39 $865 - $1,137
-4 Reduced 0.16%
2,500 $711 Million
Q1 2025

Jul 25, 2025
BUY
$237.72 - $276.98 $950 - $1,107
4 Added 0.16%
2,504 $613 Million
Q1 2025

Apr 21, 2025
SELL
$237.72 - $276.98 $38,272 - $44,593
-161 Reduced 6.04%
2,504 $613 Million
Q4 2024

Jan 22, 2025
BUY
$241.48 - $274.89 $314,406 - $357,906
1,302 Added 95.52%
2,665 $676 Million
Q3 2024

Oct 21, 2024
SELL
$218.05 - $243.47 $194,936 - $217,662
-894 Reduced 39.61%
1,363 $332 Million
Q2 2024

Jul 09, 2024
BUY
$218.75 - $234.97 $33,687 - $36,185
154 Added 7.32%
2,257 $518 Million
Q1 2024

Apr 15, 2024
BUY
$212.21 - $235.79 $30,770 - $34,189
145 Added 7.41%
2,103 $496 Million
Q4 2023

Jan 16, 2024
BUY
$180.9 - $221.2 $354,202 - $433,109
1,958 New
1,958 $430 Million

Others Institutions Holding VOT

# of Institutions
1,161
Shares Held
41.9M
Call Options Held
15K
Put Options Held
9.2K
View Full List

About VANGUARD MID-CAP GROWTH INDEX

VOT Quotes by TradingView
  • Ticker VOT
  • Sector ETFs
  • Industry ETFs
More about VOT
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email