Meridian Wealth Management’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $18.9M | Buy |
77,936
+1,983
| +3% | +$461K | 0.58% | 31 |
|
|
2026
Q1 | $16.5M | Buy |
75,953
+2,176
| +3% | +$486K | 0.58% | 33 |
|
|
2025
Q4 | $15.6M | Buy |
73,777
+3,123
| +4% | +$654K | 0.55% | 35 |
|
|
2025
Q3 | $14.7M | Buy |
70,654
+3,565
| +5% | +$729K | 0.57% | 33 |
|
|
2025
Q2 | $13.1M | Buy |
67,089
+8,972
| +15% | +$1.66M | 0.56% | 33 |
|
|
2025
Q1 | $10.8M | Buy |
58,117
+3,787
| +7% | +$748K | 0.52% | 43 |
|
|
2024
Q4 | $10.8M | Buy |
54,330
+2,097
| +4% | +$430K | 0.51% | 43 |
|
|
2024
Q3 | $10.5M | Buy |
+52,233
| New | +$10M | 0.52% | 41 |
|
|
2024
Q1 | – | Sell |
-42,817
| Closed | -$7.71M | – | 537 |
|
|
2023
Q4 | $7.71M | Buy |
42,817
+5,298
| +14% | +$865K | 0.49% | 41 |
|
|
2023
Q3 | $5.98M | Buy |
37,519
+3,582
| +11% | +$599K | 0.37% | 53 |
|
|
2023
Q2 | $5.61M | Buy |
33,937
+2,551
| +8% | +$402K | 0.47% | 34 |
|
|
2023
Q1 | $4.98M | Buy |
31,386
+22,177
| +241% | +$3.67M | 0.43% | 45 |
|
|
2022
Q4 | $1.46M | Sell |
9,209
-237
| -3% | -$37.7K | 0.14% | 142 |
|
|
2022
Q3 | $1.35M | Sell |
9,446
-5,189
| -35% | -$824K | 0.15% | 147 |
|
|
2022
Q2 | $2.19M | Buy |
14,635
+11,608
| +383% | +$1.9M | 0.18% | 140 |
|
|
2022
Q1 | $533K | Buy |
3,027
+6
| +0.2% | +$1.04K | 0.06% | 230 |
|
|
2021
Q4 | $540K | Buy |
3,021
+12
| +0.4% | +$2.13K | 0.06% | 234 |
|
|
2021
Q3 | $509K | Buy |
3,009
+7
| +0.2% | +$1.2K | 0.06% | 222 |
|
|
2021
Q2 | $521K | Sell |
3,002
-13
| -0.4% | -$2.25K | 0.07% | 220 |
|
|
2021
Q1 | $499K | Sell |
3,015
-114
| -4% | -$18K | 0.07% | 209 |
|
|
2020
Q4 | $444K | Buy |
3,129
+725
| +30% | +$93.5K | 0.07% | 202 |
|
|
2020
Q3 | $265K | Sell |
2,404
-51
| -2% | -$5.72K | 0.07% | 203 |
|
|
2020
Q2 | $262K | Buy |
2,455
+99
| +4% | +$9.93K | 0.09% | 175 |
|
|
2020
Q1 | $209K | Sell |
2,356
-267
| -10% | -$32.4K | 0.09% | 185 |
|
|
2019
Q4 | $359K | Sell |
2,623
-13
| -0.5% | -$1.72K | 0.17% | 131 |
|
|
2019
Q3 | $340K | Buy |
2,636
+636
| +32% | +$81.4K | 0.16% | 131 |
|
|
2019
Q2 | $261K | Buy |
2,000
+358
| +22% | +$46.6K | 0.11% | 169 |
|
|
2019
Q1 | $211K | Buy |
+1,642
| New | +$209K | 0.1% | 180 |
|
|
2018
Q3 | – | Sell |
-1,739
| Closed | -$236K | – | 202 |
|
|
2018
Q2 | $236K | Buy |
1,739
+3
| +0.2% | +$403 | 0.11% | 158 |
|
|
2018
Q1 | $225K | Buy |
1,736
+28
| +2% | +$3.71K | 0.11% | 160 |
|
|
2017
Q4 | $227K | Buy |
1,708
+16
| +0.9% | +$2.08K | 0.14% | 156 |
|
|
2017
Q3 | $218K | Buy |
+1,692
| New | +$209K | 0.14% | 153 |
|
Other funds holding VBR
AL
Meridian Wealth Management's VBR Position: Q2 2026 in Review
Meridian Wealth Management increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 2.6% in Q2 2026, buying an estimated $461K and bringing the position to 77,936 shares worth $18.9M. The position accounts for 0.58% of the portfolio, ranked #31.
Meridian Wealth Management first reported a position in VBR in Q3 2017 and has held it in 32 quarters since. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.
- Meridian Wealth Management held 77,936 shares of Vanguard Morningstar Small-Cap Value ETF worth $18.9M as of Q2 2026.
- Meridian Wealth Management bought 1,983 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $461K.
- Vanguard Morningstar Small-Cap Value ETF made up 0.58% of Meridian Wealth Management's portfolio in Q2 2026, its #31 holding.
- Meridian Wealth Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2017 and has held it in 32 quarters since.
- 1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.
Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.