Kingswood Wealth Advisors’s Vanguard Morningstar Value ETF VTV Stock Holding History

Kingswood Wealth Advisors’s Portfolio VTV Stock Details VTV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$41.9M	Buy	192,157 +4,056	+2%	+$847K	1.69%	5
2026 Q1	$36.9M	Sell	188,101 -10,118	-5%	-$2.03M	1.75%	5
2025 Q4	$37.9M	Buy	198,219 +112,367	+131%	+$21.1M	1.83%	6
2025 Q3	$16M	Buy	85,852 +35,803	+72%	+$6.48M	0.97%	13
2025 Q2	$8.85M	Buy	50,049 +7,619	+18%	+$1.29M	0.7%	18
2025 Q1	$7.33M	Buy	42,430 +4,142	+11%	+$722K	0.67%	18
2024 Q4	$6.48M	Sell	38,288 -5,313	-12%	-$932K	0.49%	34
2024 Q3	$7.61M	Buy	43,601 +40,149	+1,163%	+$6.72M	0.54%	28
2024 Q2	$554K	Sell	3,452 -19	-0.5%	-$3.04K	0.05%	364
2024 Q1	$565K	Sell	3,471 -415	-11%	-$64K	0.07%	318
2023 Q4	$581K	Buy	3,886 +2,086	+116%	+$293K	0.07%	308
2023 Q3	$245K	Sell	1,800 -799	-31%	-$114K	0.04%	354
2023 Q2	$369K	Buy	+2,599	New	+$361K	0.12%	171

Other funds holding VTV

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

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

Kingswood Wealth Advisors increased its Vanguard Morningstar Value ETF (VTV) stake by 2.2% in Q2 2026, buying an estimated $847K and bringing the position to 192,157 shares worth $41.9M. The position accounts for 1.69% of the portfolio, ranked #5.

Kingswood Wealth Advisors first reported a position in VTV in Q2 2023 and has held it in 13 quarters since. 2,785 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Kingswood Wealth Advisors held 192,157 shares of Vanguard Morningstar Value ETF worth $41.9M as of Q2 2026.
Kingswood Wealth Advisors bought 4,056 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $847K.
Vanguard Morningstar Value ETF made up 1.69% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #5 holding.
Kingswood Wealth Advisors first reported a position in Vanguard Morningstar Value ETF in Q2 2023 and has held it in 13 quarters since.
2,785 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

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