Meridian Wealth Management
VBK icon

Meridian Wealth Management’s Vanguard Morningstar 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
Q3 		$1.55M Sell
4,597
-514
-10% -$179K 0.05% 313
2026
Q2 		$1.87M Buy
5,111
+575
+13% +$196K 0.06% 273
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% -$9.5K 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% +$100K 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% -$18K 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 		$233K 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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Meridian Wealth Management's VBK Position: Q3 2026 in Review

Meridian Wealth Management reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 10% in Q3 2026, selling an estimated $179K and leaving 4,597 shares worth $1.55M. The position accounts for 0.05% of the portfolio, ranked #313.

Meridian Wealth Management first reported a position in VBK in Q2 2018 and has held it in 30 quarters since. The position peaked at $1.87M in Q2 2026. 1,046 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

  • Meridian Wealth Management held 4,597 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.55M as of Q3 2026.
  • Meridian Wealth Management sold 514 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2026, an estimated $179K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.05% of Meridian Wealth Management's portfolio in Q3 2026, its #313 holding.
  • Meridian Wealth Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2018 and has held it in 30 quarters since.
  • Meridian Wealth Management's Vanguard Morningstar Small-Cap Growth ETF position peaked at $1.87M in Q2 2026.
  • 1,046 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Meridian Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.