Meredith Wealth Planning
VBR icon

Meredith Wealth Planning’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Meredith Wealth Planning’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
Q3 		$472K Buy
2,042
+595
+41% +$145K 0.12% 52
2026
Q2 		$352K Hold
1,447
– – 0.08% 59
2026
Q1 		$314K Hold
1,447
– – 0.09% 58
2025
Q4 		$306K Sell
1,447
-30
-2% -$6.28K 0.09% 54
2025
Q3 		$308K Hold
1,477
– – 0.1% 54
2025
Q2 		$288K Buy
+1,477
New +$273K 0.1% 50

Other funds holding VBR

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Meredith Wealth Planning's VBR Position: Q3 2026 in Review

Meredith Wealth Planning increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 41% in Q3 2026, buying an estimated $145K and bringing the position to 2,042 shares worth $472K. The position accounts for 0.12% of the portfolio, ranked #52.

Meredith Wealth Planning first reported a position in VBR in Q2 2025 and has held it in 6 quarters since. 918 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

  • Meredith Wealth Planning held 2,042 shares of Vanguard Morningstar Small-Cap Value ETF worth $472K as of Q3 2026.
  • Meredith Wealth Planning bought 595 Vanguard Morningstar Small-Cap Value ETF shares in Q3 2026, an estimated $145K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.12% of Meredith Wealth Planning's portfolio in Q3 2026, its #52 holding.
  • Meredith Wealth Planning first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2025 and has held it in 6 quarters since.
  • 918 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

Based on Meredith Wealth Planning's 13F filing for Q3 2026, filed 14 Oct 2026.