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Meridian Financial’s Vanguard Value ETF VTV Stock Holding History

Meridian Financial’s Portfolio VTV Stock Details VTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,208
Closed -$213K – 141
2025
Q2 		$213K Hold
1,208
– – 0.14% 119
2025
Q1 		$209K Buy
1,208
+2
+0.2% +$349 0.15% 116
2024
Q4 		$204K Sell
1,206
-649
-35% -$114K 0.14% 115
2024
Q3 		$324K Buy
1,855
+2
+0.1% +$335 0.22% 92
2024
Q2 		$297K Hold
1,853
– – 0.22% 92
2024
Q1 		$302K Sell
1,853
-126
-6% -$19.4K 0.23% 90
2023
Q4 		$296K Buy
+1,979
New +$278K 0.23% 84

Other funds holding VTV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Meridian Financial's VTV Position: Q3 2025 in Review

Meridian Financial sold out of Vanguard Value ETF (VTV) in Q3 2025, closing a stake of 1,208 shares — an estimated $213K sold.

Meridian Financial first reported a position in VTV in Q4 2023 and held it in 7 quarters. The position peaked at $324K in Q3 2024. 2,447 funds tracked by Wall St. Rank hold VTV as of Q3 2025.

  • Meridian Financial reported no remaining Vanguard Value ETF position as of Q3 2025 after selling out during the quarter.
  • Meridian Financial sold 1,208 Vanguard Value ETF shares in Q3 2025, an estimated $213K.
  • Meridian Financial first reported a position in Vanguard Value ETF in Q4 2023 and held it in 7 quarters.
  • Meridian Financial's Vanguard Value ETF position peaked at $324K in Q3 2024.
  • 2,447 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q3 2025.

Based on Meridian Financial's 13F filing for Q3 2025, filed 20 Oct 2025.