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

Kingswood Wealth Advisors’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.15M Buy
16,811
+399
+2% +$136K 0.25% 98
2026
Q1 		$4.96M Buy
16,412
+5,812
+55% +$1.83M 0.24% 99
2025
Q4 		$3.2M Sell
10,600
-308
-3% -$92.9K 0.15% 149
2025
Q3 		$3.25M Buy
10,908
+4,788
+78% +$1.38M 0.2% 124
2025
Q2 		$1.69M Buy
6,120
+875
+17% +$225K 0.13% 166
2025
Q1 		$1.32M Buy
5,245
+230
+5% +$63.7K 0.12% 201
2024
Q4 		$1.4M Sell
5,015
-1,091
-18% -$308K 0.11% 204
2024
Q3 		$1.63M Buy
+6,106
New +$1.56M 0.12% 202

Other funds holding VBK

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Kingswood Wealth Advisors increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 2.4% in Q2 2026, buying an estimated $136K and bringing the position to 16,811 shares worth $6.15M. The position accounts for 0.25% of the portfolio, ranked #98.

Kingswood Wealth Advisors first reported a position in VBK in Q3 2024 and has held it in 8 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Kingswood Wealth Advisors held 16,811 shares of Vanguard Morningstar Small-Cap Growth ETF worth $6.15M as of Q2 2026.
  • Kingswood Wealth Advisors bought 399 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $136K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.25% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #98 holding.
  • Kingswood Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2024 and has held it in 8 quarters since.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

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