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Meritas Wealth Management, LLC: VGSR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Meritas Wealth Management, LLC on VGSR, newest first. How the timeline and the estimate are built.

Meritas Wealth Management, LLC held 260,974 VGSR shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 260,974 shares
    Change vs previous 13F +35,776 shares

    1.16% of the 13F portfolio, value $2,971,193.

    13F-HR 0001990690-26-000003 filed by Meritas Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 225,198 shares
    Change vs previous 13F +21,122 shares

    1.05% of the 13F portfolio, value $2,326,297.

    13F-HR 0001990690-26-000002 filed by Meritas Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 204,076 shares
    Change vs previous 13F +3,928 shares

    1.02% of the 13F portfolio, value $2,122,387.

    13F-HR 0001990690-26-000001 filed by Meritas Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 200,148 shares
    Change vs previous 13F +1,786 shares

    1.06% of the 13F portfolio, value $2,131,576.

    13F-HR 0001990690-25-000007 filed by Meritas Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 198,362 shares
    Change vs previous 13F +1,441 shares

    1.14% of the 13F portfolio, value $2,074,865.

    13F-HR 0001990690-25-000005 filed by Meritas Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 196,921 shares
    Change vs previous 13F +36,863 shares

    1.17% of the 13F portfolio, value $1,996,782.

    13F-HR 0001990690-25-000004 filed by Meritas Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 160,058 shares
    Change vs previous 13F +5,065 shares

    0.97% of the 13F portfolio, value $1,619,788.

    13F-HR 0001990690-25-000001 filed by Meritas Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 154,993 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $1,721,969.

    13F-HR 0001990690-24-000005 filed by Meritas Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).