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

Meriwether Wealth & Planning’s Portfolio VBK Stock Details VBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$27.7K	Buy	+82	New	+$28.6K	0.01%	319

Other funds holding VBK

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

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Vision Capital Management Portland, Oregon $882M AUM 19.09% 1-Year Est. Return

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

Meriwether Wealth & Planning opened a new position in Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q3 2026: 82 shares worth $27.7K. The stake represents 0.01% of the portfolio and ranks #319 among its holdings.

565 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

Meriwether Wealth & Planning held 82 shares of Vanguard Morningstar Small-Cap Growth ETF worth $27.7K as of Q3 2026.
Vanguard Morningstar Small-Cap Growth ETF was a new Meriwether Wealth & Planning position in Q3 2026.
Vanguard Morningstar Small-Cap Growth ETF made up 0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #319 holding.
565 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

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