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

Kingswood Wealth Advisors’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 Q2	$2.55M	Buy	10,494 +621	+6%	+$144K	0.1%	214
2026 Q1	$2.14M	Buy	9,873 +2,602	+36%	+$582K	0.1%	225
2025 Q4	$1.54M	Buy	7,271 +234	+3%	+$49K	0.07%	262
2025 Q3	$1.47M	Buy	7,037 +3,025	+75%	+$619K	0.09%	232
2025 Q2	$782K	Buy	4,012 +122	+3%	+$22.6K	0.06%	307
2025 Q1	$725K	Buy	3,890 +273	+8%	+$53.9K	0.07%	315
2024 Q4	$717K	Sell	3,617 -884	-20%	-$181K	0.05%	346
2024 Q3	$904K	Buy	+4,501	New	+$865K	0.06%	319
2024 Q1	–	Sell	-1,148	Closed	-$207K	–	700
2023 Q4	$207K	Buy	+1,148	New	+$187K	0.02%	572

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Kingswood Wealth Advisors increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 6.3% in Q2 2026, buying an estimated $144K and bringing the position to 10,494 shares worth $2.55M. The position accounts for 0.1% of the portfolio, ranked #214.

Kingswood Wealth Advisors first reported a position in VBR in Q4 2023 and has held it in 9 quarters since. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Kingswood Wealth Advisors held 10,494 shares of Vanguard Morningstar Small-Cap Value ETF worth $2.55M as of Q2 2026.
Kingswood Wealth Advisors bought 621 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $144K.
Vanguard Morningstar Small-Cap Value ETF made up 0.1% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #214 holding.
Kingswood Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2023 and has held it in 9 quarters since.
1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

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