Meridian Financial Partners’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Meridian Financial Partners’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	$634K	Sell	2,134 -136	-6%	-$39K	0.22%	74
2026 Q1	$603K	Buy	2,270 +670	+42%	+$181K	0.23%	73
2025 Q4	$443K	Hold	1,600	–	–	0.18%	74
2025 Q3	$413K	Hold	1,600	–	–	0.17%	76
2025 Q2	$379K	Sell	1,600 -125	-7%	-$27.9K	0.18%	80
2025 Q1	$383K	Sell	1,725 -67	-4%	-$16K	0.19%	76
2024 Q4	$431K	Buy	1,792 +45	+3%	+$11.1K	0.23%	67
2024 Q3	$414K	Buy	1,747 +190	+12%	+$43.2K	0.21%	72
2024 Q2	$355K	Buy	+1,557	New	+$342K	0.21%	63

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 22.96% 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

Meridian Financial Partners's VB Position: Q2 2026 in Review

Meridian Financial Partners reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 6% in Q2 2026, selling an estimated $39K and leaving 2,134 shares worth $634K. The position accounts for 0.22% of the portfolio, ranked #74.

Meridian Financial Partners first reported a position in VB in Q2 2024 and has held it in 9 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Meridian Financial Partners held 2,134 shares of Vanguard Morningstar Small-Cap ETF worth $634K as of Q2 2026.
Meridian Financial Partners sold 136 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $39K.
Vanguard Morningstar Small-Cap ETF made up 0.22% of Meridian Financial Partners's portfolio in Q2 2026, its #74 holding.
Meridian Financial Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2024 and has held it in 9 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Meridian Financial Partners's 13F filing for Q2 2026, filed 24 Jul 2026.