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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
Q3 		$3.76M Sell
13,230
-44
-0.3% -$13.1K 1.76% 16
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

Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
Country Trust Bank
Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Meridian Financial's VB Position: Q3 2026 in Review

Meridian Financial reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.33% in Q3 2026, selling an estimated $13.1K and leaving 13,230 shares worth $3.76M. The position accounts for 1.76% of the portfolio, ranked #16.

Meridian Financial first reported a position in VB in Q4 2021 and has held it in 20 quarters since. The position peaked at $4.02M in Q2 2026. 1,200 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Meridian Financial held 13,230 shares of Vanguard Morningstar Small-Cap ETF worth $3.76M as of Q3 2026.
  • Meridian Financial sold 44 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $13.1K.
  • Vanguard Morningstar Small-Cap ETF made up 1.76% of Meridian Financial's portfolio in Q3 2026, its #16 holding.
  • Meridian Financial first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 20 quarters since.
  • Meridian Financial's Vanguard Morningstar Small-Cap ETF position peaked at $4.02M in Q2 2026.
  • 1,200 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Meridian Financial's 13F filing for Q3 2026, filed 14 Oct 2026.