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Meridian Wealth Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Meridian Wealth Management’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
Q1 		$1.37M Sell
4,536
-104
-2% -$32.7K 0.05% 298
2025
Q4 		$1.4M Buy
4,640
+167
+4% +$50.4K 0.05% 285
2025
Q3 		$1.33M Buy
4,473
+17
+0.4% +$4.91K 0.05% 276
2025
Q2 		$1.23M Sell
4,456
-61
-1% -$15.7K 0.05% 274
2025
Q1 		$1.14M Sell
4,517
-108
-2% -$29.9K 0.06% 269
2024
Q4 		$1.3M Sell
4,625
-241
-5% -$68.1K 0.06% 245
2024
Q3 		$1.3M Buy
+4,866
New +$1.25M 0.06% 234
2024
Q1 		– Sell
-5,377
Closed -$1.3M – 536
2023
Q4 		$1.3M Buy
5,377
+872
+19% +$189K 0.08% 224
2023
Q3 		$965K Sell
4,505
-125
-3% -$28.4K 0.06% 240
2023
Q2 		$1.06M Sell
4,630
-236
-5% -$51.3K 0.09% 182
2023
Q1 		$1.05M Sell
4,866
-44
-0.9% -$9.51K 0.09% 197
2022
Q4 		$985K Buy
4,910
+210
+4% +$43K 0.1% 198
2022
Q3 		$917K Sell
4,700
-2,397
-34% -$514K 0.1% 198
2022
Q2 		$1.4M Buy
7,097
+4,614
+186% +$1M 0.11% 190
2022
Q1 		$616K Sell
2,483
-81
-3% -$19.9K 0.07% 209
2021
Q4 		$722K Sell
2,564
-31
-1% -$8.89K 0.08% 198
2021
Q3 		$727K Buy
2,595
+12
+0.5% +$3.44K 0.09% 182
2021
Q2 		$749K Buy
2,583
+134
+5% +$37.5K 0.1% 178
2021
Q1 		$673K Buy
2,449
+353
+17% +$99.5K 0.1% 176
2020
Q4 		$561K Buy
2,096
+873
+71% +$211K 0.09% 178
2020
Q3 		$262K Sell
1,223
-35
-3% -$7.39K 0.06% 206
2020
Q2 		$251K Sell
1,258
-100
-7% -$18.1K 0.08% 180
2020
Q1 		$204K Buy
1,358
+101
+8% +$18.7K 0.09% 187
2019
Q4 		$249K Buy
1,257
+2
+0.2% +$379 0.12% 168
2019
Q3 		$228K Buy
1,255
+2
+0.2% +$372 0.11% 178
2019
Q2 		$2.33K Buy
1,253
+1
+0.1% +$182 0.09% 181
2019
Q1 		$225K Buy
+1,252
New +$215K 0.1% 172
2018
Q3 		– Sell
-1,209
Closed -$212K – 201
2018
Q2 		$212K Buy
+1,209
New +$207K 0.1% 172

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Meridian Wealth Management's VBK Position: Q1 2026 in Review

Meridian Wealth Management reduced its Vanguard Small-Cap Growth ETF (VBK) stake by 2.2% in Q1 2026, selling an estimated $32.7K and leaving 4,536 shares worth $1.37M. The position accounts for 0.05% of the portfolio, ranked #298.

Meridian Wealth Management first reported a position in VBK in Q2 2018 and has held it in 28 quarters since. The position peaked at $1.4M in Q4 2025. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

  • Meridian Wealth Management held 4,536 shares of Vanguard Small-Cap Growth ETF worth $1.37M as of Q1 2026.
  • Meridian Wealth Management sold 104 Vanguard Small-Cap Growth ETF shares in Q1 2026, an estimated $32.7K.
  • Vanguard Small-Cap Growth ETF made up 0.05% of Meridian Wealth Management's portfolio in Q1 2026, its #298 holding.
  • Meridian Wealth Management first reported a position in Vanguard Small-Cap Growth ETF in Q2 2018 and has held it in 28 quarters since.
  • Meridian Wealth Management's Vanguard Small-Cap Growth ETF position peaked at $1.4M in Q4 2025.
  • 1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.