Meridian Wealth Management, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1697300 LEXINGTON, KY

Position in VB

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$5,703,046

+$70,192 QoQ

Shares Held

21,774

-0.3% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 38% Shared 0% None 62%

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,703,046	21,774	-0.3%	Shares	Sole	2026-05-06
2025-12-31	$5,632,854	21,837	-0.5%	Shares	Sole	2026-02-04
2025-09-30	$5,581,191	21,949	+11.1%	Shares	Sole	2025-11-04
2025-06-30	$4,681,539	19,755	+2.7%	Shares	Sole	2025-08-08
2025-03-31	$4,264,917	19,233	+1.3%	Shares	Sole	2025-05-12
2024-12-31	$4,560,514	18,980	+8.2%	Shares	Sole	2025-02-06
2024-09-30	$4,162,561	17,548	+21.9%	Shares	Sole	2024-11-12
2023-12-31	$3,071,952	14,400	+3.4%	Shares	Sole	2024-02-08
2023-09-30	$2,632,799	13,925	+0.2%	Shares	Sole	2023-10-17
2023-06-30	$2,765,366	13,904	+2.2%	Shares	Sole	2023-08-02
2023-03-31	$2,579,911	13,610	+6.1%	Shares	Sole	2023-05-15
2022-12-31	$2,353,900	12,825	+0.0%	Shares	Sole	2023-02-14
2022-09-30	$2,191,408	12,822	-6.2%	Shares	Sole	2022-11-14
2022-06-30	$2,407,071	13,668	+11.0%	Shares	Sole	2022-08-05
2022-03-31	$2,616,971	12,314	+0.7%	Shares	Sole	2022-05-12
2021-12-31	$2,762,520	12,223	+73.8%	Shares	Sole	2022-01-27
2021-09-30	$1,538,124	7,034	+9.8%	Shares	Sole	2021-10-15
2021-06-30	$1,443,143	6,406	+11.8%	Shares	Sole	2021-07-22
2021-03-31	$1,226,250	5,728	+1.3%	Shares	Sole	2021-05-07
2020-12-31	$1,100,526	5,653	-25.7%	Shares	Sole	2021-01-19
2020-09-30	$1,169,495	7,604	+34.7%	Shares	Sole	2020-10-09
2020-06-30	$822,880	5,647	-3.7%	Shares	Sole	2020-07-15
2020-03-31	$677,286	5,867	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.