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Meridian Financial’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Meridian Financial’s Portfolio VOE Stock Details VOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$816K Sell
4,130
-96
-2% -$18.6K 0.39% 57
2026
Q1 		$779K Sell
4,226
-78
-2% -$14.6K 0.43% 51
2025
Q4 		$763K Sell
4,304
-57
-1% -$9.98K 0.42% 53
2025
Q3 		$761K Sell
4,361
-146
-3% -$24.8K 0.43% 50
2025
Q2 		$741K Buy
4,507
+150
+3% +$23.8K 0.48% 46
2025
Q1 		$699K Buy
4,357
+6
+0.1% +$981 0.49% 43
2024
Q4 		$704K Buy
4,351
+6
+0.1% +$1.01K 0.49% 44
2024
Q3 		$729K Sell
4,345
-144
-3% -$22.9K 0.49% 44
2024
Q2 		$675K Buy
4,489
+200
+5% +$30.3K 0.49% 43
2024
Q1 		$669K Sell
4,289
-51
-1% -$7.49K 0.5% 44
2023
Q4 		$629K Buy
4,340
+98
+2% +$13.2K 0.49% 41
2023
Q3 		$556K Buy
4,242
+135
+3% +$18.7K 0.52% 38
2023
Q2 		$568K Sell
4,107
-95
-2% -$12.7K 0.51% 41
2023
Q1 		$563K Sell
4,202
-36
-0.8% -$4.99K 0.55% 37
2022
Q4 		$573K Sell
4,238
-93
-2% -$12.5K 0.6% 38
2022
Q3 		$527K Buy
4,331
+297
+7% +$40.2K 0.61% 40
2022
Q2 		$523K Buy
4,034
+921
+30% +$130K 0.59% 38
2022
Q1 		$466K Buy
3,113
+192
+7% +$28.2K 0.48% 45
2021
Q4 		$439K Buy
+2,921
New +$429K 0.41% 48

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Meridian Financial's VOE Position: Q2 2026 in Review

Meridian Financial reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 2.3% in Q2 2026, selling an estimated $18.6K and leaving 4,130 shares worth $816K. The position accounts for 0.39% of the portfolio, ranked #57.

Meridian Financial first reported a position in VOE in Q4 2021 and has held it in 19 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Meridian Financial held 4,130 shares of Vanguard Morningstar Mid-Cap Value ETF worth $816K as of Q2 2026.
  • Meridian Financial sold 96 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $18.6K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.39% of Meridian Financial's portfolio in Q2 2026, its #57 holding.
  • Meridian Financial first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

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