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Morling Financial Advisors, LLC: VGSH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Morling Financial Advisors, LLC on VGSH, newest first. How the timeline and the estimate are built.

Morling Financial Advisors, LLC held 532,671 VGSH shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 532,671 shares
    Change vs previous 13F +18,847 shares

    8.63% of the 13F portfolio, value $31,001,430.

    13F-HR 0001398344-26-013695 filed by Morling Financial Advisors, LLC
    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 513,824 shares
    Change vs previous 13F +38,094 shares

    9.27% of the 13F portfolio, value $30,079,234.

    13F-HR 0001398344-26-008544 filed by Morling Financial Advisors, LLC
    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 475,730 shares
    Change vs previous 13F +38,538 shares

    8.81% of the 13F portfolio, value $27,939,601.

    13F-HR 0001398344-26-002388 filed by Morling Financial Advisors, LLC
    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 437,192 shares
    Change vs previous 13F +29,456 shares

    8.54% of the 13F portfolio, value $25,728,765.

    13F-HR 0001398344-25-020301 filed by Morling Financial Advisors, LLC
    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 407,736 shares
    Change vs previous 13F +68,958 shares

    7.86% of the 13F portfolio, value $23,966,713.

    13F-HR 0001398344-25-014968 filed by Morling Financial Advisors, LLC
    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 338,778 shares
    Change vs previous 13F +22,235 shares

    6.85% of the 13F portfolio, value $19,882,902.

    13F-HR 0001398344-25-008787 filed by Morling Financial Advisors, LLC
    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 316,543 shares
    Change vs previous 13F +14,341 shares

    6.42% of the 13F portfolio, value $18,416,471.

    13F-HR 0001398344-25-002229 filed by Morling Financial Advisors, LLC
    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 302,202 shares
    Change vs previous 13F not available

    6.8% of the 13F portfolio, value $17,835,969.

    13F-HR 0001398344-24-019000 filed by Morling Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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