Meridian Wealth Partners, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1781942
EXTON, PA
Position in VB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$955,434
+$118,076 QoQ
Shares Held
3,152
-1.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.27%
of 13F equity value
Holder Rank
#329
of 556 holders
Holding Since
Mar 2020
26 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
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $955,434 | 3,152 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $837,358 | 3,197 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $866,712 | 3,360 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $902,948 | 3,551 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,151,248 | 4,858 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,126,046 | 5,078 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,360,465 | 5,662 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,362,534 | 5,744 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,276,624 | 5,855 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,416,572 | 6,197 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,341,419 | 6,288 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,147,087 | 6,067 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,161,119 | 5,838 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,093,761 | 5,770 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,039,570 | 5,664 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $930,946 | 5,447 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $965,082 | 5,480 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,141,232 | 5,370 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,183,162 | 5,235 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,108,875 | 5,071 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,119,866 | 4,971 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,016,451 | 4,748 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $948,480 | 4,872 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $697,944 | 4,538 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $492,679 | 3,381 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $345,165 | 2,990 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||