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

Meeder Advisory Services’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$234K Sell
1,078
-113
-9% -$25.3K 0.01% 600
2025
Q4 		$252K Buy
1,191
+219
+23% +$45.9K 0.01% 580
2025
Q3 		$203K Sell
972
-188
-16% -$38.4K 0.01% 598
2025
Q2 		$226K Sell
1,160
-1,200
-51% -$222K 0.01% 556
2025
Q1 		$440K Buy
2,360
+418
+22% +$82.6K 0.03% 380
2024
Q4 		$385K Sell
1,942
-56
-3% -$11.5K 0.02% 401
2024
Q3 		$401K Buy
+1,998
New +$384K 0.03% 390

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Meeder Advisory Services reduced its Vanguard Small-Cap Value ETF (VBR) stake by 9.5% in Q1 2026, selling an estimated $25.3K and leaving 1,078 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #600.

Meeder Advisory Services first reported a position in VBR in Q3 2024 and has held it in 7 quarters since. The position peaked at $440K in Q1 2025. 1,700 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Meeder Advisory Services held 1,078 shares of Vanguard Small-Cap Value ETF worth $234K as of Q1 2026.
  • Meeder Advisory Services sold 113 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $25.3K.
  • Vanguard Small-Cap Value ETF made up 0.01% of Meeder Advisory Services's portfolio in Q1 2026, its #600 holding.
  • Meeder Advisory Services first reported a position in Vanguard Small-Cap Value ETF in Q3 2024 and has held it in 7 quarters since.
  • Meeder Advisory Services's Vanguard Small-Cap Value ETF position peaked at $440K in Q1 2025.
  • 1,700 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

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