Meriwether Wealth & Planning’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Meriwether Wealth & Planning’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	$70K	Buy	+246	New	+$73.3K	0.03%	223

Other funds holding VB

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return

Meriwether Wealth & Planning's VB Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q3 2026: 246 shares worth $70K. The stake represents 0.03% of the portfolio and ranks #223 among its holdings.

865 funds tracked by Wall St. Rank hold VB as of Q3 2026.

Meriwether Wealth & Planning held 246 shares of Vanguard Morningstar Small-Cap ETF worth $70K as of Q3 2026.
Vanguard Morningstar Small-Cap ETF was a new Meriwether Wealth & Planning position in Q3 2026.
Vanguard Morningstar Small-Cap ETF made up 0.03% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #223 holding.
865 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.