Meridian Financial Partners LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1763722
WARRENTON, VA
Position in VB
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$594,558
+$181,838 QoQ
Shares Held
2,270
+41.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $594,558 | 2,270 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $412,720 | 1,600 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $406,848 | 1,600 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $379,168 | 1,600 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $382,518 | 1,725 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $430,581 | 1,792 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $414,405 | 1,747 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $339,488 | 1,557 | Shares | Sole | 2024-07-19 | |
| No filing history on record for this holder in this stock. | ||||||