MWP
VBR icon

Meridian Wealth Partners’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Meridian Wealth Partners’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-71
Closed -$12K – 1215
2021
Q1 		$12K Buy
+71
New +$11.2K ﹤0.01% 406

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Meridian Wealth Partners's VBR Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Vanguard Small-Cap Value ETF (VBR) in Q2 2021, closing a stake of 71 shares — an estimated $12K sold.

Meridian Wealth Partners first reported a position in VBR in Q1 2021 and held it in 1 quarter. The position peaked at $12K in Q1 2021. 991 funds tracked by Wall St. Rank hold VBR as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Vanguard Small-Cap Value ETF position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 71 Vanguard Small-Cap Value ETF shares in Q2 2021, an estimated $12K.
  • Meridian Wealth Partners first reported a position in Vanguard Small-Cap Value ETF in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's Vanguard Small-Cap Value ETF position peaked at $12K in Q1 2021.
  • 991 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.