MF
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Meridian Financial’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Meridian Financial’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.1M Sell
63,316
-968
-2% -$75K 2.45% 10
2026
Q1 		$4.62M Sell
64,284
-1,868
-3% -$139K 2.52% 10
2025
Q4 		$4.8M Sell
66,152
-3,596
-5% -$262K 2.61% 9
2025
Q3 		$5.12M Sell
69,748
-236
-0.3% -$16.9K 2.89% 8
2025
Q2 		$4.9M Buy
69,984
+296
+0.4% +$19.4K 3.17% 7
2025
Q1 		$4.51M Sell
69,688
-716
-1% -$48K 3.16% 7
2024
Q4 		$4.65M Sell
70,404
-1,140
-2% -$77.4K 3.21% 7
2024
Q3 		$4.72M Sell
71,544
-4
-0% -$251 3.15% 7
2024
Q2 		$4.33M Buy
71,548
+500
+0.7% +$30.4K 3.14% 7
2024
Q1 		$4.44M Sell
71,048
-1,180
-2% -$69.7K 3.31% 7
2023
Q4 		$4.2M Buy
72,228
+652
+0.9% +$34.8K 3.3% 8
2023
Q3 		$3.73M Buy
71,576
+380
+0.5% +$20.8K 3.47% 8
2023
Q2 		$3.92M Buy
71,196
+620
+0.9% +$32.5K 3.54% 8
2023
Q1 		$3.72M Sell
70,576
-252
-0.4% -$13.4K 3.62% 8
2022
Q4 		$3.61M Buy
70,828
+988
+1% +$50.3K 3.8% 7
2022
Q3 		$3.28M Buy
69,840
+1,576
+2% +$82.4K 3.81% 8
2022
Q2 		$3.36M Buy
68,264
+4,340
+7% +$234K 3.78% 8
2022
Q1 		$3.8M Buy
63,924
+2,036
+3% +$119K 3.94% 7
2021
Q4 		$3.94M Buy
+61,888
New +$3.88M 3.68% 8

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Meridian Financial's VO Position: Q2 2026 in Review

Meridian Financial reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.5% in Q2 2026, selling an estimated $75K and leaving 63,316 shares worth $5.1M. The position accounts for 2.45% of the portfolio, ranked #10.

Meridian Financial first reported a position in VO in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.12M in Q3 2025. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Meridian Financial held 63,316 shares of Vanguard Morningstar Mid-Cap ETF worth $5.1M as of Q2 2026.
  • Meridian Financial sold 968 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $75K.
  • Vanguard Morningstar Mid-Cap ETF made up 2.45% of Meridian Financial's portfolio in Q2 2026, its #10 holding.
  • Meridian Financial first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Meridian Financial's Vanguard Morningstar Mid-Cap ETF position peaked at $5.12M in Q3 2025.
  • 2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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