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Disclosery

Morling Financial Advisors, LLC: VTI position timeline

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

Morling Financial Advisors, LLC held 131,326 VTI 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 131,326 shares
    Change vs previous 13F +2,271 shares

    13.54% of the 13F portfolio, value $48,595,802.

    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 129,055 shares
    Change vs previous 13F +6,461 shares

    12.76% of the 13F portfolio, value $41,402,151.

    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 122,594 shares
    Change vs previous 13F +3,093 shares

    12.96% of the 13F portfolio, value $41,102,018.

    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 119,501 shares
    Change vs previous 13F +3,954 shares

    13.02% of the 13F portfolio, value $39,216,676.

    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 115,547 shares
    Change vs previous 13F +3,139 shares

    11.51% of the 13F portfolio, value $35,118,307.

    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 112,408 shares
    Change vs previous 13F +4,415 shares

    10.64% of the 13F portfolio, value $30,894,170.

    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 107,993 shares
    Change vs previous 13F +9,538 shares

    10.91% of the 13F portfolio, value $31,297,531.

    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 98,455 shares
    Change vs previous 13F not available

    10.62% of the 13F portfolio, value $27,878,499.

    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).