McKinley Carter Wealth Services, Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1484265
WHEELING, WV
Position in VB
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$5,391,361
-$132,638 QoQ
Shares Held
20,584
-3.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 78%
Shared 0%
None 22%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,391,361 | 20,584 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $5,523,999 | 21,415 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,592,380 | 21,993 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $5,274,226 | 22,256 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,252,093 | 10,156 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $2,428,269 | 10,106 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $2,526,286 | 10,650 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,572,217 | 11,797 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,027,217 | 13,243 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $3,327,948 | 15,600 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $2,439,003 | 12,900 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,599,890 | 13,072 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $2,381,821 | 12,565 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $2,726,670 | 14,856 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,346,599 | 7,879 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $1,419,622 | 8,061 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,745,214 | 8,212 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,953,178 | 8,642 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $1,045,023 | 4,779 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $1,121,443 | 4,978 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,101,441 | 5,145 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,041,343 | 5,349 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $431,870 | 2,808 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $446,048 | 3,061 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $417,315 | 3,615 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||