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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

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Small-Cap Value ETF by McKinley Carter Wealth Services

Quarter filed Position value Share count Share price at filing
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