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Vanguard Small-Cap Value ETF shares owned by Morling Financial Advisors

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Morling Financial Advisors from 13F filings

Historical chart of Morling Financial Advisors 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 Morling Financial Advisors 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 Morling Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $24k 134 179.97
2023-09-30 $21k 134 159.49
2023-06-30 $22k 134 165.40
2023-03-31 $21k 134 158.76
2022-12-31 $21k 134 158.80
2022-09-30 $19k 134 141.79
2022-06-30 $20k 134 149.25
2022-03-31 $24k 134 179.10
2021-12-31 $24k 134 179.10