Vanguard Small-Cap Value ETF shares owned by McKinley Carter Wealth Services
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by McKinley Carter Wealth Services
from 13F filings
Historical chart of McKinley Carter Wealth Services investment in Vanguard Small-Cap Value ETF
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All positions including Vanguard Small-Cap Value ETF held by McKinley Carter Wealth Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard Small-Cap Value ETF by McKinley Carter Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9M | 14k | 208.70 |
| 2025-06-30 | $2.9M | 15k | 195.00 |
| 2025-03-31 | $2.8M | 15k | 186.29 |
| 2024-12-31 | $3.1M | 16k | 198.18 |
| 2024-09-30 | $3.2M | 16k | 200.78 |
| 2024-06-30 | $3.1M | 17k | 182.52 |
| 2024-03-31 | $3.3M | 17k | 191.88 |
| 2023-12-31 | $3.3M | 19k | 179.97 |
| 2023-09-30 | $3.4M | 22k | 159.49 |
| 2023-06-30 | $4.1M | 25k | 165.40 |
| 2023-03-31 | $4.1M | 26k | 158.76 |
| 2022-12-31 | $4.2M | 27k | 158.80 |
| 2022-09-30 | $4.0M | 28k | 143.39 |
| 2022-06-30 | $4.5M | 30k | 149.83 |
| 2022-03-31 | $6.4M | 36k | 175.94 |
| 2021-12-31 | $7.0M | 39k | 178.84 |
| 2021-09-30 | $7.5M | 44k | 169.26 |
| 2021-06-30 | $8.3M | 48k | 173.66 |
| 2021-03-31 | $8.7M | 53k | 165.60 |
| 2020-12-31 | $7.8M | 55k | 142.21 |
| 2019-12-31 | $29k | 212 | 136.79 |
| 2018-03-31 | $15k | 117 | 128.21 |
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