Meeder Advisory Services’s Vanguard Small-Cap ETF VB Stock Holding History

Meeder Advisory Services’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
2026 Q1	$7.11M	Buy	27,161 +655	+2%	+$177K	0.3%	51
2025 Q4	$6.84M	Buy	26,506 +1,618	+7%	+$415K	0.29%	49
2025 Q3	$6.33M	Buy	24,888 +2,355	+10%	+$584K	0.29%	49
2025 Q2	$5.34M	Buy	22,533 +317	+1%	+$70.7K	0.28%	52
2025 Q1	$4.93M	Buy	22,216 +2,337	+12%	+$558K	0.3%	51
2024 Q4	$4.78M	Sell	19,879 -1,196	-6%	-$294K	0.3%	48
2024 Q3	$5M	Buy	21,075 +384	+2%	+$87.3K	0.32%	43
2024 Q2	$4.51M	Buy	20,691 +5,306	+34%	+$1.17M	0.32%	45
2024 Q1	$3.52M	Buy	15,385 +839	+6%	+$180K	0.36%	42
2023 Q4	$3.1M	Buy	14,546 +1,623	+13%	+$313K	0.36%	42
2023 Q3	$2.44M	Sell	12,923 -3,039	-19%	-$605K	0.31%	50
2023 Q2	$3.17M	Sell	15,962 -1,126	-7%	-$213K	0.34%	47
2023 Q1	$3.24M	Buy	17,088 +1,757	+11%	+$341K	0.37%	42
2022 Q4	$2.81M	Buy	+15,331	New	+$2.84M	0.36%	47

Other funds holding VB

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

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

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

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Meeder Advisory Services's VB Position: Q1 2026 in Review

Meeder Advisory Services increased its Vanguard Small-Cap ETF (VB) stake by 2.5% in Q1 2026, buying an estimated $177K and bringing the position to 27,161 shares worth $7.11M. The position accounts for 0.3% of the portfolio, ranked #51.

Meeder Advisory Services first reported a position in VB in Q4 2022 and has held it in 14 quarters since. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Meeder Advisory Services held 27,161 shares of Vanguard Small-Cap ETF worth $7.11M as of Q1 2026.
Meeder Advisory Services bought 655 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $177K.
Vanguard Small-Cap ETF made up 0.3% of Meeder Advisory Services's portfolio in Q1 2026, its #51 holding.
Meeder Advisory Services first reported a position in Vanguard Small-Cap ETF in Q4 2022 and has held it in 14 quarters since.
2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Meeder Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.