Meeder Advisory Services’s Vanguard Morningstar 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 Q2	$9.5M	Buy	31,348 +4,187	+15%	+$1.2M	0.35%	46
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Meeder Advisory Services's VB Position: Q2 2026 in Review

Meeder Advisory Services increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 15% in Q2 2026, buying an estimated $1.2M and bringing the position to 31,348 shares worth $9.5M. The position accounts for 0.35% of the portfolio, ranked #46.

Meeder Advisory Services first reported a position in VB in Q4 2022 and has held it in 15 quarters since. 2,486 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Meeder Advisory Services held 31,348 shares of Vanguard Morningstar Small-Cap ETF worth $9.5M as of Q2 2026.
Meeder Advisory Services bought 4,187 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $1.2M.
Vanguard Morningstar Small-Cap ETF made up 0.35% of Meeder Advisory Services's portfolio in Q2 2026, its #46 holding.
Meeder Advisory Services first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Meeder Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.