Vanguard Small-Cap ETF shares owned by Morris Financial Concepts
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Morris Financial Concepts
from 13F filings
Historical chart of Morris Financial Concepts investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by Morris Financial Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $17k | 65 | 254.28 |
| 2025-06-30 | $15k | 65 | 236.98 |
| 2025-03-31 | $12k | 55 | 221.75 |
| 2024-12-31 | $13k | 55 | 240.27 |
| 2024-09-30 | $24k | 103 | 237.21 |
| 2024-03-31 | $0 | 0 | 0.00 |
| 2023-12-31 | $16k | 75 | 212.37 |
| 2023-09-30 | $14k | 75 | 188.21 |
| 2023-06-30 | $15k | 75 | 198.00 |
| 2023-03-31 | $14k | 75 | 188.71 |
| 2022-12-31 | $14k | 75 | 182.71 |
| 2022-09-30 | $16k | 94 | 170.21 |
| 2022-06-30 | $16k | 93 | 172.04 |
| 2022-03-31 | $20k | 93 | 215.05 |
| 2021-12-31 | $19k | 86 | 220.93 |