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McKinley Carter Wealth Services, Inc.: VDE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of McKinley Carter Wealth Services, Inc. on VDE, newest first. How the timeline and the estimate are built.

McKinley Carter Wealth Services, Inc. held 1,788 VDE shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,788 shares
    Change vs previous 13F -5,845 shares

    0.01% of the 13F portfolio, value $268,482.

    13F-HR 0001484265-26-000003 filed by McKinley Carter Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 7,633 shares
    Change vs previous 13F -577 shares

    0.08% of the 13F portfolio, value $1,320,754.

    13F-HR 0001484265-26-000002 filed by McKinley Carter Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 8,210 shares
    Change vs previous 13F -46,401 shares

    0.06% of the 13F portfolio, value $1,033,848.

    13F-HR 0001484265-26-000001 filed by McKinley Carter Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 54,611 shares
    Change vs previous 13F +3,372 shares

    0.36% of the 13F portfolio, value $6,873,302.

    13F-HR 0001484265-25-000003 filed by McKinley Carter Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 51,239 shares
    Change vs previous 13F +166 shares

    0.34% of the 13F portfolio, value $6,103,575.

    13F-HR 0001085146-25-004115 filed by McKinley Carter Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 51,073 shares
    Change vs previous 13F +735 shares

    0.41% of the 13F portfolio, value $6,624,733.

    13F-HR 0001085146-25-002110 filed by McKinley Carter Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 50,338 shares
    Change vs previous 13F +1,321 shares

    0.37% of the 13F portfolio, value $6,106,461.

    13F-HR 0001085146-25-000416 filed by McKinley Carter Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 49,017 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $6,003,169.

    13F-HR 0001085146-24-004914 filed by McKinley Carter Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).