6 Meridian’s Vanguard Small-Cap ETF VB Stock Holding History

6 Meridian’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-13,102	Closed	-$1.51M	–	460
2020 Q1	$1.51M	Sell	13,102 -1,161	-8%	-$174K	0.16%	99
2019 Q4	$2.36M	Sell	14,263 -89	-0.6%	-$14.2K	0.21%	90
2019 Q3	$2.21M	Buy	14,352 +19	+0.1%	+$2.95K	0.22%	88
2019 Q2	$2.25M	Sell	14,333 -10	-0.1%	-$1.54K	0.23%	86
2019 Q1	$2.19M	Buy	14,343 +4,283	+43%	+$637K	0.22%	86
2018 Q4	$1.33M	Sell	10,060 -195	-2%	-$28.4K	0.15%	89
2018 Q3	$1.67M	Sell	10,255 -135	-1%	-$21.8K	0.17%	85
2018 Q2	$1.62M	Sell	10,390 -114	-1%	-$17.4K	0.17%	88
2018 Q1	$1.54M	Buy	10,504 +3,230	+44%	+$482K	0.17%	92
2017 Q4	$1.07M	Buy	+7,274	New	+$1.05M	0.12%	107

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

6 Meridian's VB Position: Q2 2020 in Review

6 Meridian sold out of Vanguard Small-Cap ETF (VB) in Q2 2020, closing a stake of 13,102 shares — an estimated $1.51M sold.

6 Meridian first reported a position in VB in Q4 2017 and held it in 10 quarters. The position peaked at $2.36M in Q4 2019. 1,103 funds tracked by Wall St. Rank hold VB as of Q2 2020.

6 Meridian reported no remaining Vanguard Small-Cap ETF position as of Q2 2020 after selling out during the quarter.
6 Meridian sold 13,102 Vanguard Small-Cap ETF shares in Q2 2020, an estimated $1.51M.
6 Meridian first reported a position in Vanguard Small-Cap ETF in Q4 2017 and held it in 10 quarters.
6 Meridian's Vanguard Small-Cap ETF position peaked at $2.36M in Q4 2019.
1,103 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2020.

Based on 6 Meridian's 13F filing for Q2 2020, filed 9 Jul 2020.