KINGSWOOD WEALTH ADVISORS, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1987855
SAN DIEGO, CA
Position in VB
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$11,476,286
+$2,711,919 QoQ
Shares Held
43,816
+29.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,476,286 | 43,816 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $8,764,367 | 33,977 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $7,322,755 | 28,798 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $5,556,470 | 23,447 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $5,258,357 | 23,713 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $7,017,137 | 29,204 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,461,528 | 10,377 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $4,979,814 | 22,839 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $3,514,342 | 15,374 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $4,774,538 | 22,381 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $340,326 | 1,800 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $529,842 | 2,664 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||