MF
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Meridian Financial’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Meridian Financial’s Portfolio VIG Stock Details VIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.37M Sell
10,018
-119
-1% -$27.3K 1.14% 22
2026
Q1 		$2.18M Sell
10,137
-185
-2% -$41.2K 1.19% 19
2025
Q4 		$2.27M Sell
10,322
-57
-0.5% -$12.5K 1.24% 20
2025
Q3 		$2.24M Buy
10,379
+29
+0.3% +$6.09K 1.26% 20
2025
Q2 		$2.12M Hold
10,350
– – 1.37% 18
2025
Q1 		$2.01M Buy
10,350
+29
+0.3% +$5.77K 1.41% 18
2024
Q4 		$2.02M Sell
10,321
-421
-4% -$84.1K 1.4% 19
2024
Q3 		$2.13M Buy
10,742
+88
+0.8% +$16.8K 1.42% 17
2024
Q2 		$1.94M Hold
10,654
– – 1.41% 19
2024
Q1 		$1.95M Buy
10,654
+76
+0.7% +$13.4K 1.45% 19
2023
Q4 		$1.8M Buy
10,578
+1
+0% +$161 1.42% 20
2023
Q3 		$1.64M Hold
10,577
– – 1.53% 19
2023
Q2 		$1.72M Buy
10,577
+60
+0.6% +$9.4K 1.55% 19
2023
Q1 		$1.62M Buy
10,517
+1
+0% +$153 1.57% 17
2022
Q4 		$1.6M Hold
10,516
– – 1.68% 14
2022
Q3 		$1.42M Buy
10,516
+217
+2% +$32.3K 1.65% 14
2022
Q2 		$1.48M Buy
10,299
+1
+0% +$152 1.66% 13
2022
Q1 		$1.67M Buy
10,298
+105
+1% +$16.9K 1.73% 14
2021
Q4 		$1.75M Buy
+10,193
New +$1.68M 1.63% 16

Other funds holding VIG

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Meridian Financial's VIG Position: Q2 2026 in Review

Meridian Financial reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.2% in Q2 2026, selling an estimated $27.3K and leaving 10,018 shares worth $2.37M. The position accounts for 1.14% of the portfolio, ranked #22.

Meridian Financial first reported a position in VIG in Q4 2021 and has held it in 19 quarters since. 1,400 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Meridian Financial held 10,018 shares of Vanguard Dividend Appreciation ETF worth $2.37M as of Q2 2026.
  • Meridian Financial sold 119 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $27.3K.
  • Vanguard Dividend Appreciation ETF made up 1.14% of Meridian Financial's portfolio in Q2 2026, its #22 holding.
  • Meridian Financial first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,400 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Meridian Financial's 13F filing for Q2 2026, filed 22 Jul 2026.