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

Meridian Financial’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 		$4.02M Buy
13,274
+46
+0.3% +$13.2K 1.93% 13
2026
Q1 		$3.46M Sell
13,228
-417
-3% -$113K 1.89% 14
2025
Q4 		$3.52M Sell
13,645
-217
-2% -$55.6K 1.92% 14
2025
Q3 		$3.52M Sell
13,862
-105
-0.8% -$26K 1.99% 14
2025
Q2 		$3.31M Buy
13,967
+39
+0.3% +$8.7K 2.14% 13
2025
Q1 		$3.09M Sell
13,928
-119
-0.8% -$28.4K 2.17% 11
2024
Q4 		$3.38M Sell
14,047
-30
-0.2% -$7.38K 2.33% 10
2024
Q3 		$3.34M Buy
14,077
+125
+0.9% +$28.4K 2.23% 12
2024
Q2 		$3.04M Sell
13,952
-100
-0.7% -$22K 2.2% 10
2024
Q1 		$3.21M Buy
14,052
+50
+0.4% +$10.8K 2.4% 9
2023
Q4 		$2.99M Sell
14,002
-9
-0.1% -$1.73K 2.35% 10
2023
Q3 		$2.65M Hold
14,011
– – 2.47% 9
2023
Q2 		$2.79M Sell
14,011
-23
-0.2% -$4.35K 2.51% 9
2023
Q1 		$2.66M Hold
14,034
– – 2.59% 9
2022
Q4 		$2.58M Buy
14,034
+79
+0.6% +$14.6K 2.71% 9
2022
Q3 		$2.39M Buy
13,955
+1,000
+8% +$189K 2.77% 9
2022
Q2 		$2.28M Buy
12,955
+1,326
+11% +$256K 2.57% 9
2022
Q1 		$2.47M Buy
11,629
+303
+3% +$63.8K 2.56% 8
2021
Q4 		$2.56M Buy
+11,326
New +$2.57M 2.39% 10

Other funds holding VB

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Meridian Financial's VB Position: Q2 2026 in Review

Meridian Financial increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.35% in Q2 2026, buying an estimated $13.2K and bringing the position to 13,274 shares worth $4.02M. The position accounts for 1.93% of the portfolio, ranked #13.

Meridian Financial first reported a position in VB in Q4 2021 and has held it in 19 quarters since. 1,325 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Meridian Financial held 13,274 shares of Vanguard Morningstar Small-Cap ETF worth $4.02M as of Q2 2026.
  • Meridian Financial bought 46 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $13.2K.
  • Vanguard Morningstar Small-Cap ETF made up 1.93% of Meridian Financial's portfolio in Q2 2026, its #13 holding.
  • Meridian Financial first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,325 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Meridian Financial's 13F filing for Q2 2026, filed 22 Jul 2026.