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

Meriwether Wealth & Planning’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
2026 Q3	$6.01K	Buy	+26	New	+$6.34K	﹤0.01%	487

Other funds holding VBR

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

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

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

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

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

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

Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return

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

Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

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

Meriwether Wealth & Planning opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q3 2026: 26 shares worth $6.01K. The stake represents ﹤0.01% of the portfolio and ranks #487 among its holdings.

748 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

Meriwether Wealth & Planning held 26 shares of Vanguard Morningstar Small-Cap Value ETF worth $6.01K as of Q3 2026.
Vanguard Morningstar Small-Cap Value ETF was a new Meriwether Wealth & Planning position in Q3 2026.
Vanguard Morningstar Small-Cap Value ETF made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #487 holding.
748 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

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