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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
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

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Meridian Wealth Partners's VB Position: Q2 2026 in Review

Meridian Wealth Partners reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.4% in Q2 2026, selling an estimated $12.9K and leaving 3,152 shares worth $955K. The position accounts for 0.12% of the portfolio, ranked #47.

Meridian Wealth Partners first reported a position in VB in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.42M in Q1 2024. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Meridian Wealth Partners held 3,152 shares of Vanguard Morningstar Small-Cap ETF worth $955K as of Q2 2026.
  • Meridian Wealth Partners sold 45 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $12.9K.
  • Vanguard Morningstar Small-Cap ETF made up 0.12% of Meridian Wealth Partners's portfolio in Q2 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 27 quarters since.
  • Meridian Wealth Partners's Vanguard Morningstar Small-Cap ETF position peaked at $1.42M in Q1 2024.
  • 2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Meridian Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.