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 Q2	$1.37M	Buy	1,994 +33	+2%	+$22K	0.66%	37
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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Meridian Financial's VOO Position: Q2 2026 in Review

Meridian Financial increased its Vanguard S&P 500 ETF (VOO) stake by 1.7% in Q2 2026, buying an estimated $22K and bringing the position to 1,994 shares worth $1.37M. The position accounts for 0.66% of the portfolio, ranked #37.

Meridian Financial first reported a position in VOO in Q1 2023 and has held it in 14 quarters since. 4,011 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Meridian Financial held 1,994 shares of Vanguard S&P 500 ETF worth $1.37M as of Q2 2026.
Meridian Financial bought 33 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $22K.
Vanguard S&P 500 ETF made up 0.66% of Meridian Financial's portfolio in Q2 2026, its #37 holding.
Meridian Financial first reported a position in Vanguard S&P 500 ETF in Q1 2023 and has held it in 14 quarters since.
4,011 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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