Meridian Financial Advisors, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2032629
HOLLISTON, MA
Position in VB
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$3,464,677
-$55,050 QoQ
Shares Held
13,228
-3.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
8.63%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,464,677 | 13,228 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,519,727 | 13,645 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,524,829 | 13,862 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $3,309,899 | 13,967 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $3,088,534 | 13,928 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $3,375,213 | 14,047 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $3,339,205 | 14,077 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $3,042,094 | 13,952 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,212,146 | 14,052 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $2,987,046 | 14,002 | Shares | Sole | 2024-08-13 | |
| 2023-09-30 | $2,649,059 | 14,011 | Shares | Sole | 2024-08-13 | |
| 2023-06-30 | $2,786,647 | 14,011 | Shares | Sole | 2024-08-13 | |
| 2023-03-31 | $2,660,285 | 14,034 | Shares | Sole | 2024-08-13 | |
| 2022-12-31 | $2,575,800 | 14,034 | Shares | Sole | 2024-08-13 | |
| 2022-09-30 | $2,385,049 | 13,955 | Shares | Sole | 2024-08-13 | |
| 2022-06-30 | $2,281,505 | 12,955 | Shares | Sole | 2024-08-13 | |
| 2022-03-31 | $2,471,395 | 11,629 | Shares | Sole | 2024-08-13 | |
| 2021-12-31 | $2,559,789 | 11,326 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||