Morling Financial Advisors, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1905198
FREMONT, CA
Position in VB
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$127,031
+$1,926 QoQ
Shares Held
485
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $127,031 | 485 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $125,105 | 485 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $123,325 | 485 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $210,675 | 889 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $256,121 | 1,155 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $373,635 | 1,555 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $368,861 | 1,555 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $148,267 | 680 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $155,441 | 680 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $145,064 | 680 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $128,567 | 680 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $135,245 | 680 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $128,900 | 680 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $124,807 | 680 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $82,891 | 485 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $85,413 | 485 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $103,072 | 485 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $109,614 | 485 | Shares | Sole | 2022-02-04 | |
| No filing history on record for this holder in this stock. | ||||||