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

Meridian Management’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
2025 Q1	–	Sell	-1,073	Closed	-$258K	–	98
2024 Q4	$258K	Sell	1,073 -575	-35%	-$141K	0.07%	86
2024 Q3	$391K	Buy	1,648 +4	+0.2%	+$909	0.1%	69
2024 Q2	$358K	Sell	1,644 -416	-20%	-$91.4K	0.1%	74
2024 Q1	$471K	Buy	2,060 +2	+0.1%	+$430	0.13%	68
2023 Q4	$441K	Sell	2,058 -743	-27%	-$143K	0.13%	69
2023 Q3	$530K	Sell	2,801 -342	-11%	-$68.1K	0.17%	62
2023 Q2	$625K	Buy	3,143 +971	+45%	+$183K	0.2%	57
2023 Q1	$412K	Buy	+2,172	New	+$421K	0.14%	65

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Meridian Management's VB Position: Q1 2025 in Review

Meridian Management sold out of Vanguard Small-Cap ETF (VB) in Q1 2025, closing a stake of 1,073 shares — an estimated $258K sold.

Meridian Management first reported a position in VB in Q1 2023 and held it in 8 quarters. The position peaked at $625K in Q2 2023. 2,157 funds tracked by Wall St. Rank hold VB as of Q1 2025.

Meridian Management reported no remaining Vanguard Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
Meridian Management sold 1,073 Vanguard Small-Cap ETF shares in Q1 2025, an estimated $258K.
Meridian Management first reported a position in Vanguard Small-Cap ETF in Q1 2023 and held it in 8 quarters.
Meridian Management's Vanguard Small-Cap ETF position peaked at $625K in Q2 2023.
2,157 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2025.

Based on Meridian Management's 13F filing for Q1 2025, filed 7 May 2025.