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Meridian Investment Counsel’s Vanguard Small-Cap ETF VB Stock Holding History

Meridian Investment Counsel’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 		$1.65M Sell
5,444
-1,167
-18% -$334K 0.35% 87
2026
Q1 		$1.73M Buy
6,611
+214
+3% +$57.9K 0.41% 83
2025
Q4 		$1.65M Buy
6,397
+724
+13% +$185K 0.4% 80
2025
Q3 		$1.44M Buy
5,673
+1,104
+24% +$274K 0.36% 82
2025
Q2 		$1.08M Sell
4,569
-13
-0.3% -$2.9K 0.29% 95
2025
Q1 		$1.02M Sell
4,582
-60
-1% -$14.3K 0.3% 96
2024
Q4 		$1.12M Buy
4,642
+550
+13% +$135K 0.33% 84
2024
Q3 		$971K Buy
4,092
+555
+16% +$126K 0.29% 91
2024
Q2 		$771K Buy
3,537
+1,095
+45% +$240K 0.24% 102
2024
Q1 		$558K Buy
2,442
+638
+35% +$137K 0.19% 123
2023
Q4 		$385K Sell
1,804
-60
-3% -$11.6K 0.13% 153
2023
Q3 		$352K Hold
1,864
– – 0.13% 150
2023
Q2 		$371K Hold
1,864
– – 0.13% 154
2023
Q1 		$353K Hold
1,864
– – 0.13% 155
2022
Q4 		$342K Sell
1,864
-3
-0.2% -$556 0.14% 152
2022
Q3 		$319K Hold
1,867
– – 0.14% 150
2022
Q2 		$329K Buy
1,867
+3
+0.2% +$579 0.14% 151
2022
Q1 		$396K Hold
1,864
– – 0.14% 151
2021
Q4 		$421K Sell
1,864
-100
-5% -$22.7K 0.14% 148
2021
Q3 		$429K Hold
1,964
– – 0.16% 135
2021
Q2 		$442K Sell
1,964
-3
-0.2% -$665 0.16% 134
2021
Q1 		$421K Buy
1,967
+60
+3% +$12.6K 0.16% 134
2020
Q4 		$371K Sell
1,907
-50
-3% -$8.82K 0.16% 130
2020
Q3 		$301K Sell
1,957
-144
-7% -$22.1K 0.15% 137
2020
Q2 		$306K Hold
2,101
– – 0.16% 128
2020
Q1 		$243K Buy
2,101
+240
+13% +$36.1K 0.16% 132
2019
Q4 		$308K Buy
1,861
+30
+2% +$4.78K 0.15% 136
2019
Q3 		$282K Buy
1,831
+180
+11% +$27.9K 0.15% 141
2019
Q2 		$259K Hold
1,651
– – 0.14% 145
2019
Q1 		$252K Buy
+1,651
New +$245K 0.15% 144
2018
Q4 		– Sell
-1,326
Closed -$216K – 179
2018
Q3 		$216K Buy
+1,326
New +$214K 0.12% 167

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
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
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Meridian Investment Counsel's VB Position: Q2 2026 in Review

Meridian Investment Counsel reduced its Vanguard Small-Cap ETF (VB) stake by 18% in Q2 2026, selling an estimated $334K and leaving 5,444 shares worth $1.65M. The position accounts for 0.35% of the portfolio, ranked #87.

Meridian Investment Counsel first reported a position in VB in Q3 2018 and has held it in 31 quarters since. The position peaked at $1.73M in Q1 2026. 1,188 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Meridian Investment Counsel held 5,444 shares of Vanguard Small-Cap ETF worth $1.65M as of Q2 2026.
  • Meridian Investment Counsel sold 1,167 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $334K.
  • Vanguard Small-Cap ETF made up 0.35% of Meridian Investment Counsel's portfolio in Q2 2026, its #87 holding.
  • Meridian Investment Counsel first reported a position in Vanguard Small-Cap ETF in Q3 2018 and has held it in 31 quarters since.
  • Meridian Investment Counsel's Vanguard Small-Cap ETF position peaked at $1.73M in Q1 2026.
  • 1,188 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Meridian Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.