Meridian Wealth Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Meridian Wealth Advisors’s Portfolio VBR Stock Details VBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$242K	Hold	995	–	–	0.03%	191
2026 Q1	$216K	Hold	995	–	–	0.03%	187
2025 Q4	$211K	Hold	995	–	–	0.03%	178
2025 Q3	$208K	Buy	+995	New	+$203K	0.03%	178
2019 Q1	–	Sell	-110	Closed	-$13K	–	375
2018 Q4	$13K	Buy	+110	New	+$13.9K	0.01%	386

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Meridian Wealth Advisors's VBR Position: Q2 2026 in Review

Meridian Wealth Advisors held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q2 2026 at 995 shares worth $242K. The position accounts for 0.03% of the portfolio, ranked #191.

Meridian Wealth Advisors first reported a position in VBR in Q4 2018 and has held it in 5 quarters since. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Meridian Wealth Advisors held 995 shares of Vanguard Morningstar Small-Cap Value ETF worth $242K as of Q2 2026.
Meridian Wealth Advisors left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap Value ETF made up 0.03% of Meridian Wealth Advisors's portfolio in Q2 2026, its #191 holding.
Meridian Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2018 and has held it in 5 quarters since.
1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Meridian Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.