Meridian Financial’s Vanguard S&P 500 ETF VOO Stock Holding History

Meridian Financial’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.17M	Sell	1,961 -3	-0.2%	-$1.88K	0.64%	37
2025 Q4	$1.23M	Buy	1,964 +5	+0.3%	+$3.11K	0.67%	35
2025 Q3	$1.2M	Buy	1,959 +75	+4%	+$44.2K	0.68%	32
2025 Q2	$1.07M	Buy	1,884 +275	+17%	+$145K	0.69%	32
2025 Q1	$827K	Buy	1,609 +288	+22%	+$156K	0.58%	38
2024 Q4	$712K	Buy	1,321 +55	+4%	+$29.8K	0.49%	43
2024 Q3	$668K	Buy	1,266 +56	+5%	+$28.5K	0.45%	46
2024 Q2	$605K	Buy	1,210 +371	+44%	+$179K	0.44%	47
2024 Q1	$403K	Buy	839 +21	+3%	+$9.61K	0.3%	63
2023 Q4	$358K	Sell	818 -16	-2%	-$6.55K	0.28%	66
2023 Q3	$328K	Buy	834 +92	+12%	+$37.6K	0.31%	64
2023 Q2	$302K	Buy	742 +80	+12%	+$30.9K	0.27%	70
2023 Q1	$249K	Buy	+662	New	+$243K	0.24%	81

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Meridian Financial's VOO Position: Q1 2026 in Review

Meridian Financial reduced its Vanguard S&P 500 ETF (VOO) stake by 0.15% in Q1 2026, selling an estimated $1.88K and leaving 1,961 shares worth $1.17M. The position accounts for 0.64% of the portfolio, ranked #37.

Meridian Financial first reported a position in VOO in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.23M in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Meridian Financial held 1,961 shares of Vanguard S&P 500 ETF worth $1.17M as of Q1 2026.
Meridian Financial sold 3 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $1.88K.
Vanguard S&P 500 ETF made up 0.64% of Meridian Financial's portfolio in Q1 2026, its #37 holding.
Meridian Financial first reported a position in Vanguard S&P 500 ETF in Q1 2023 and has held it in 13 quarters since.
Meridian Financial's Vanguard S&P 500 ETF position peaked at $1.23M in Q4 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Meridian Financial's 13F filing for Q1 2026, filed 21 Apr 2026.