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Meridian Financial Partners’s Vanguard Morningstar Value ETF VTV Stock Holding History

Meridian Financial Partners’s Portfolio VTV Stock Details VTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$454K Sell
2,089
-183
-8% -$38.2K 0.15% 85
2026
Q1 		$449K Buy
2,272
+1,222
+116% +$245K 0.17% 80
2025
Q4 		$208K Buy
+1,050
New +$198K 0.08% 113

Other funds holding VTV

Bank of America
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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Meridian Financial Partners reduced its Vanguard Morningstar Value ETF (VTV) stake by 8.1% in Q2 2026, selling an estimated $38.2K and leaving 2,089 shares worth $454K. The position accounts for 0.15% of the portfolio, ranked #85.

Meridian Financial Partners first reported a position in VTV in Q4 2025 and has held it in 3 quarters since. 2,792 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Meridian Financial Partners held 2,089 shares of Vanguard Morningstar Value ETF worth $454K as of Q2 2026.
  • Meridian Financial Partners sold 183 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $38.2K.
  • Vanguard Morningstar Value ETF made up 0.15% of Meridian Financial Partners's portfolio in Q2 2026, its #85 holding.
  • Meridian Financial Partners first reported a position in Vanguard Morningstar Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,792 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

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