MF
VBK icon

Meridian Financial’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Meridian Financial’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.89M Sell
5,182
-45
-0.9% -$15.3K 0.91% 28
2026
Q1 		$1.58M Sell
5,227
-265
-5% -$83.3K 0.86% 31
2025
Q4 		$1.66M Sell
5,492
-200
-4% -$60.3K 0.9% 29
2025
Q3 		$1.69M Sell
5,692
-139
-2% -$40.1K 0.95% 28
2025
Q2 		$1.61M Buy
5,831
+20
+0.3% +$5.15K 1.04% 25
2025
Q1 		$1.46M Buy
5,811
+18
+0.3% +$4.99K 1.03% 27
2024
Q4 		$1.62M Sell
5,793
-29
-0.5% -$8.2K 1.12% 24
2024
Q3 		$1.56M Sell
5,822
-111
-2% -$28.4K 1.04% 26
2024
Q2 		$1.48M Sell
5,933
-96
-2% -$23.9K 1.08% 26
2024
Q1 		$1.57M Sell
6,029
-28
-0.5% -$6.88K 1.17% 22
2023
Q4 		$1.46M Buy
6,057
+115
+2% +$25K 1.15% 23
2023
Q3 		$1.27M Buy
5,942
+135
+2% +$30.7K 1.19% 24
2023
Q2 		$1.33M Buy
5,807
+100
+2% +$21.8K 1.2% 23
2023
Q1 		$1.24M Buy
5,707
+215
+4% +$46.5K 1.2% 22
2022
Q4 		$1.1M Sell
5,492
-145
-3% -$29.7K 1.16% 23
2022
Q3 		$1.1M Sell
5,637
-351
-6% -$75.3K 1.28% 21
2022
Q2 		$1.18M Sell
5,988
-125
-2% -$27.1K 1.33% 19
2022
Q1 		$1.52M Sell
6,113
-221
-3% -$54.4K 1.57% 16
2021
Q4 		$1.78M Buy
+6,334
New +$1.82M 1.67% 14

Other funds holding VBK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
SLT
St Louis Trust Saint Louis, Missouri $875M AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

Meridian Financial's VBK Position: Q2 2026 in Review

Meridian Financial reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.86% in Q2 2026, selling an estimated $15.3K and leaving 5,182 shares worth $1.89M. The position accounts for 0.91% of the portfolio, ranked #28.

Meridian Financial first reported a position in VBK in Q4 2021 and has held it in 19 quarters since. 647 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Meridian Financial held 5,182 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.89M as of Q2 2026.
  • Meridian Financial sold 45 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $15.3K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.91% of Meridian Financial's portfolio in Q2 2026, its #28 holding.
  • Meridian Financial first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 647 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

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