MF
VO icon

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
Q3 		$4.89M Sell
62,303
-1,013
-2% -$82.4K 2.28% 11
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

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Meridian Financial's VO Position: Q3 2026 in Review

Meridian Financial reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.6% in Q3 2026, selling an estimated $82.4K and leaving 62,303 shares worth $4.89M. The position accounts for 2.28% of the portfolio, ranked #11.

Meridian Financial first reported a position in VO in Q4 2021 and has held it in 20 quarters since. The position peaked at $5.12M in Q3 2025. 354 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Meridian Financial held 62,303 shares of Vanguard Morningstar Mid-Cap ETF worth $4.89M as of Q3 2026.
  • Meridian Financial sold 1,013 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $82.4K.
  • Vanguard Morningstar Mid-Cap ETF made up 2.28% of Meridian Financial's portfolio in Q3 2026, its #11 holding.
  • Meridian Financial first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 20 quarters since.
  • Meridian Financial's Vanguard Morningstar Mid-Cap ETF position peaked at $5.12M in Q3 2025.
  • 354 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Meridian Financial's 13F filing for Q3 2026, filed 14 Oct 2026.