KWM
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Kingsview Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Kingsview Wealth Management’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.11M Buy
9,708
+848
+10% +$190K 0.03% 498
2025
Q4 		$1.88M Buy
8,860
+431
+5% +$90.2K 0.03% 485
2025
Q3 		$1.76M Buy
8,429
+618
+8% +$126K 0.03% 480
2025
Q2 		$1.52M Sell
7,811
-252
-3% -$46.6K 0.03% 480
2025
Q1 		$1.5M Sell
8,063
-581
-7% -$115K 0.03% 446
2024
Q4 		$1.71M Buy
8,644
+205
+2% +$42.1K 0.03% 420
2024
Q3 		$1.69M Buy
8,439
+1,012
+14% +$195K 0.04% 413
2024
Q2 		$1.36M Buy
7,427
+337
+5% +$62.3K 0.03% 438
2024
Q1 		$1.36M Sell
7,090
-175
-2% -$31.6K 0.03% 424
2023
Q4 		$1.31M Sell
7,265
-2,690
-27% -$439K 0.04% 390
2023
Q3 		$1.59M Buy
9,955
+1,318
+15% +$220K 0.06% 337
2023
Q2 		$1.43M Buy
8,637
+453
+6% +$71.3K 0.06% 312
2023
Q1 		$1.3M Sell
8,184
-585
-7% -$96.8K 0.05% 329
2022
Q4 		$1.39M Sell
8,769
-312
-3% -$49.7K 0.06% 288
2022
Q3 		$1.3M Sell
9,081
-289
-3% -$45.9K 0.06% 282
2022
Q2 		$1.4M Buy
9,370
+2,015
+27% +$330K 0.07% 284
2022
Q1 		$1.29M Sell
7,355
-204
-3% -$35.5K 0.06% 323
2021
Q4 		$1.35M Buy
7,559
+757
+11% +$135K 0.06% 313
2021
Q3 		$1.15M Sell
6,802
-16,207
-70% -$2.77M 0.05% 329
2021
Q2 		$4.01M Buy
23,009
+11,520
+100% +$2M 0.2% 122
2021
Q1 		$1.91M Buy
11,489
+4,791
+72% +$755K 0.11% 201
2020
Q4 		$953K Buy
6,698
+1,707
+34% +$220K 0.07% 289
2020
Q3 		$552K Buy
4,991
+2,872
+136% +$322K 0.05% 347
2020
Q2 		$227K Buy
+2,119
New +$213K 0.02% 499
2020
Q1 		– Sell
-2,440
Closed -$334K – 576
2019
Q4 		$334K Sell
2,440
-442
-15% -$58.6K 0.04% 351
2019
Q3 		$371K Buy
2,882
+43
+2% +$5.5K 0.06% 303
2019
Q2 		$371K Sell
2,839
-4,740
-63% -$616K 0.06% 286
2019
Q1 		$976K Buy
7,579
+150
+2% +$19.1K 0.15% 180
2018
Q4 		$847K Sell
7,429
-434
-6% -$54.9K 0.18% 149
2018
Q3 		$1.1M Buy
7,863
+380
+5% +$53.3K 0.22% 135
2018
Q2 		$1.02M Sell
7,483
-882
-11% -$118K 0.24% 126
2018
Q1 		$1.08M Buy
8,365
+72
+0.9% +$9.54K 0.27% 109
2017
Q4 		$1.1M Buy
8,293
+1,373
+20% +$179K 0.39% 75
2017
Q3 		$884K Sell
6,920
-744
-10% -$91.7K 0.39% 77
2017
Q2 		$942K Sell
7,664
-649
-8% -$79.3K 0.48% 62
2017
Q1 		$1.02M Buy
+8,313
New +$1.02M 0.61% 49

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kingsview Wealth Management's VBR Position: Q1 2026 in Review

Kingsview Wealth Management increased its Vanguard Small-Cap Value ETF (VBR) stake by 9.6% in Q1 2026, buying an estimated $190K and bringing the position to 9,708 shares worth $2.11M. The position accounts for 0.03% of the portfolio, ranked #498.

Kingsview Wealth Management first reported a position in VBR in Q1 2017 and has held it in 36 quarters since. The position peaked at $4.01M in Q2 2021. 1,700 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Kingsview Wealth Management held 9,708 shares of Vanguard Small-Cap Value ETF worth $2.11M as of Q1 2026.
  • Kingsview Wealth Management bought 848 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $190K.
  • Vanguard Small-Cap Value ETF made up 0.03% of Kingsview Wealth Management's portfolio in Q1 2026, its #498 holding.
  • Kingsview Wealth Management first reported a position in Vanguard Small-Cap Value ETF in Q1 2017 and has held it in 36 quarters since.
  • Kingsview Wealth Management's Vanguard Small-Cap Value ETF position peaked at $4.01M in Q2 2021.
  • 1,700 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.