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Kingswood Wealth Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Kingswood Wealth Advisors’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.8M Buy
48,951
+5,135
+12% +$1.47M 0.6% 28
2026
Q1 		$11.5M Buy
43,816
+9,839
+29% +$2.66M 0.54% 33
2025
Q4 		$8.76M Buy
33,977
+5,179
+18% +$1.33M 0.42% 41
2025
Q3 		$7.32M Buy
28,798
+5,351
+23% +$1.33M 0.44% 40
2025
Q2 		$5.56M Sell
23,447
-266
-1% -$59.3K 0.44% 39
2025
Q1 		$5.26M Sell
23,713
-5,491
-19% -$1.31M 0.48% 35
2024
Q4 		$7.02M Buy
29,204
+18,827
+181% +$4.63M 0.53% 29
2024
Q3 		$2.46M Sell
10,377
-12,462
-55% -$2.83M 0.18% 127
2024
Q2 		$4.98M Buy
22,839
+7,465
+49% +$1.64M 0.45% 39
2024
Q1 		$3.51M Sell
15,374
-7,007
-31% -$1.51M 0.41% 47
2023
Q4 		$4.77M Buy
22,381
+20,581
+1,143% +$3.97M 0.54% 31
2023
Q3 		$340K Sell
1,800
-864
-32% -$172K 0.06% 309
2023
Q2 		$530K Buy
+2,664
New +$503K 0.17% 129

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Kingswood Wealth Advisors's VB Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 12% in Q2 2026, buying an estimated $1.47M and bringing the position to 48,951 shares worth $14.8M. The position accounts for 0.6% of the portfolio, ranked #28.

Kingswood Wealth Advisors first reported a position in VB in Q2 2023 and has held it in 13 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Kingswood Wealth Advisors held 48,951 shares of Vanguard Morningstar Small-Cap ETF worth $14.8M as of Q2 2026.
  • Kingswood Wealth Advisors bought 5,135 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $1.47M.
  • Vanguard Morningstar Small-Cap ETF made up 0.6% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #28 holding.
  • Kingswood Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2023 and has held it in 13 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.