Meridian Wealth Partners
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Meridian Wealth Partners’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Meridian Wealth Partners’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
2026
Q3 		$864K Sell
3,036
-116
-4% -$34.5K 0.11% 47
2026
Q2 		$955K Sell
3,152
-45
-1% -$12.9K 0.12% 47
2026
Q1 		$837K Sell
3,197
-163
-5% -$44.1K 0.11% 46
2025
Q4 		$867K Sell
3,360
-191
-5% -$48.9K 0.12% 47
2025
Q3 		$903K Sell
3,551
-1,307
-27% -$324K 0.12% 46
2025
Q2 		$1.15M Sell
4,858
-220
-4% -$49.1K 0.17% 42
2025
Q1 		$1.13M Sell
5,078
-584
-10% -$139K 0.18% 41
2024
Q4 		$1.36M Sell
5,662
-82
-1% -$20.2K 0.21% 39
2024
Q3 		$1.36M Sell
5,744
-111
-2% -$25.2K 0.21% 39
2024
Q2 		$1.28M Sell
5,855
-342
-6% -$75.1K 0.23% 36
2024
Q1 		$1.42M Sell
6,197
-91
-1% -$19.6K 0.26% 32
2023
Q4 		$1.34M Buy
6,288
+221
+4% +$42.6K 0.26% 33
2023
Q3 		$1.15M Buy
6,067
+229
+4% +$45.6K 0.24% 34
2023
Q2 		$1.16M Buy
5,838
+68
+1% +$12.8K 0.24% 31
2023
Q1 		$1.09M Buy
5,770
+106
+2% +$20.6K 0.24% 31
2022
Q4 		$1.04M Buy
5,664
+217
+4% +$40.2K 0.24% 31
2022
Q3 		$931K Sell
5,447
-33
-0.6% -$6.23K 0.23% 32
2022
Q2 		$965K Buy
5,480
+110
+2% +$21.2K 0.23% 31
2022
Q1 		$1.14M Buy
5,370
+135
+3% +$28.4K 0.24% 30
2021
Q4 		$1.18M Buy
5,235
+164
+3% +$37.3K 0.24% 30
2021
Q3 		$1.11M Buy
5,071
+100
+2% +$22.2K 0.24% 29
2021
Q2 		$1.12M Buy
4,971
+223
+5% +$49.4K 0.26% 29
2021
Q1 		$1.02M Sell
4,748
-124
-3% -$26.1K 0.31% 28
2020
Q4 		$949K Buy
4,872
+334
+7% +$58.9K 0.39% 23
2020
Q3 		$698K Buy
4,538
+1,157
+34% +$178K 0.35% 27
2020
Q2 		$493K Buy
3,381
+391
+13% +$52.5K 0.27% 32
2020
Q1 		$345K Buy
2,990
+2,392
+400% +$359K 0.21% 38
2019
Q4 		$99K Buy
+598
New +$95.3K 0.06% 89

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Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Meridian Wealth Partners's VB Position: Q3 2026 in Review

Meridian Wealth Partners reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 3.7% in Q3 2026, selling an estimated $34.5K and leaving 3,036 shares worth $864K. The position accounts for 0.11% of the portfolio, ranked #47.

Meridian Wealth Partners first reported a position in VB in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.42M in Q1 2024. 1,826 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Meridian Wealth Partners held 3,036 shares of Vanguard Morningstar Small-Cap ETF worth $864K as of Q3 2026.
  • Meridian Wealth Partners sold 116 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $34.5K.
  • Vanguard Morningstar Small-Cap ETF made up 0.11% of Meridian Wealth Partners's portfolio in Q3 2026, its #47 holding.
  • Meridian Wealth Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2019 and has held it in 28 quarters since.
  • Meridian Wealth Partners's Vanguard Morningstar Small-Cap ETF position peaked at $1.42M in Q1 2024.
  • 1,826 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Meridian Wealth Partners's 13F filing for Q3 2026, filed 9 Nov 2026.