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Meridian Financial Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Meridian Financial Partners’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.3M Buy
3,498
+475
+16% +$170K 0.44% 48
2026
Q1 		$984K Buy
3,023
+407
+16% +$137K 0.37% 56
2025
Q4 		$887K Buy
2,616
+297
+13% +$98.8K 0.35% 55
2025
Q3 		$769K Buy
2,319
+159
+7% +$50.2K 0.32% 59
2025
Q2 		$656K Sell
2,160
-323
-13% -$90.8K 0.31% 61
2025
Q1 		$682K Sell
2,483
-70
-3% -$20.3K 0.35% 58
2024
Q4 		$740K Sell
2,553
-203
-7% -$59.2K 0.39% 54
2024
Q3 		$780K Sell
2,756
-7
-0.3% -$1.91K 0.39% 59
2024
Q2 		$754K Buy
+2,763
New +$715K 0.45% 51
2023
Q3 		– Sell
-2,617
Closed -$590K – 90
2023
Q2 		$590K Buy
+2,617
New +$546K 0.35% 55
2022
Q3 		– Sell
-4,337
Closed -$871K – 86
2022
Q2 		$871K Buy
+4,337
New +$891K 0.59% 45
2022
Q1 		– Sell
-4,357
Closed -$994K – 84
2021
Q4 		$994K Buy
4,357
+1
+0% +$236 0.67% 36
2021
Q3 		$983K Hold
4,356
– – 0.66% 34
2021
Q2 		$971K Hold
4,356
– – 0.66% 34
2021
Q1 		$931K Hold
4,356
– – 0.7% 32
2020
Q4 		$877K Buy
4,356
+105
+2% +$19.2K 0.68% 29
2020
Q3 		$738K Buy
4,251
+19
+0.4% +$3.2K 0.62% 30
2020
Q2 		$683K Hold
4,232
– – 0.62% 32
2020
Q1 		$606K Buy
4,232
+210
+5% +$32.5K 0.65% 25
2019
Q4 		$663K Hold
4,022
– – 0.66% 26
2019
Q3 		$590K Buy
+4,022
New +$606K 0.66% 26

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Meridian Financial Partners's VTI Position: Q2 2026 in Review

Meridian Financial Partners increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 16% in Q2 2026, buying an estimated $170K and bringing the position to 3,498 shares worth $1.3M. The position accounts for 0.44% of the portfolio, ranked #48.

Meridian Financial Partners first reported a position in VTI in Q3 2019 and has held it in 21 quarters since. 3,676 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Meridian Financial Partners held 3,498 shares of Vanguard Morningstar Total Stock Market ETF worth $1.3M as of Q2 2026.
  • Meridian Financial Partners bought 475 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $170K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.44% of Meridian Financial Partners's portfolio in Q2 2026, its #48 holding.
  • Meridian Financial Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2019 and has held it in 21 quarters since.
  • 3,676 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Meridian Financial Partners's 13F filing for Q2 2026, filed 24 Jul 2026.