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Vanguard Small-Cap Value ETF shares owned by Meridian Wealth Advisors

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Meridian Wealth Advisors from 13F filings

Historical chart of Meridian Wealth Advisors investment in Vanguard Small-Cap Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap Value ETF held by Meridian Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Meridian Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $208k 995 208.61
2018-12-31 $13k 110 118.18

More positions owned by Meridian Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Gold Tr Ishares New (IAU)
Exxon Mobil Corporation (XOM)
Microsoft Corporation (MSFT)
Atlas Energy Solutions Com New (AESI)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)
Ishares Tr S&p 100 Etf (OEF)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Index Fds Mid Cap Etf (VO)
Amazon (AMZN)

View all positions for Meridian Wealth Advisors

Top funds holding Vanguard Small-Cap Value ETF

Assetmark
Morgan Stanley
Betterment
Wells Fargo & Company
Envestnet Asset Management
Aspiriant
Sei Investments
UBS Group
LPL Financial
Captrust Financial Advisors
Cetera Investment Advisers
Raymond James Financial
Jones Financial Companies, L.L
Advisor Group Holdings
Tiaa Trust, National Association

View all funds holding Vanguard Small-Cap Value ETF