MF
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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
Q3 		$1.74M Sell
5,152
-30
-0.6% -$10.5K 0.81% 32
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% -$24K 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 $59.5B AUM 15.92% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Meridian Financial's VBK Position: Q3 2026 in Review

Meridian Financial reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.58% in Q3 2026, selling an estimated $10.5K and leaving 5,152 shares worth $1.74M. The position accounts for 0.81% of the portfolio, ranked #32.

Meridian Financial first reported a position in VBK in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.89M in Q2 2026. 727 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

  • Meridian Financial held 5,152 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.74M as of Q3 2026.
  • Meridian Financial sold 30 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2026, an estimated $10.5K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.81% of Meridian Financial's portfolio in Q3 2026, its #32 holding.
  • Meridian Financial first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2021 and has held it in 20 quarters since.
  • Meridian Financial's Vanguard Morningstar Small-Cap Growth ETF position peaked at $1.89M in Q2 2026.
  • 727 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

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