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Meeder Advisory Services’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Meeder Advisory Services’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$223K Sell
611
-108
-15% -$36.8K 0.01% 668
2026
Q1 		$217K Buy
+719
New +$226K 0.01% 629
2025
Q2 		– Sell
-976
Closed -$246K – 640
2025
Q1 		$246K Buy
+976
New +$270K 0.01% 498

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Meeder Advisory Services reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 15% in Q2 2026, selling an estimated $36.8K and leaving 611 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #668.

Meeder Advisory Services first reported a position in VBK in Q1 2025 and has held it in 3 quarters since. The position peaked at $246K in Q1 2025. 1,283 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Meeder Advisory Services held 611 shares of Vanguard Morningstar Small-Cap Growth ETF worth $223K as of Q2 2026.
  • Meeder Advisory Services sold 108 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $36.8K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.01% of Meeder Advisory Services's portfolio in Q2 2026, its #668 holding.
  • Meeder Advisory Services first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2025 and has held it in 3 quarters since.
  • Meeder Advisory Services's Vanguard Morningstar Small-Cap Growth ETF position peaked at $246K in Q1 2025.
  • 1,283 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

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