Meeder Advisory Services’s Vanguard Morningstar 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 Q2	$231K	Sell	949 -129	-12%	-$30K	0.01%	653
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

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

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

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

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

Meeder Advisory Services reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 12% in Q2 2026, selling an estimated $30K and leaving 949 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #653.

Meeder Advisory Services first reported a position in VBR in Q3 2024 and has held it in 8 quarters since. The position peaked at $440K in Q1 2025. 1,771 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Meeder Advisory Services held 949 shares of Vanguard Morningstar Small-Cap Value ETF worth $231K as of Q2 2026.
Meeder Advisory Services sold 129 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $30K.
Vanguard Morningstar Small-Cap Value ETF made up 0.01% of Meeder Advisory Services's portfolio in Q2 2026, its #653 holding.
Meeder Advisory Services first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
Meeder Advisory Services's Vanguard Morningstar Small-Cap Value ETF position peaked at $440K in Q1 2025.
1,771 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

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