Meridian Financial’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Meridian Financial’s Portfolio VV Stock Details VV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$378K	Sell	1,100 -100	-8%	-$33.4K	0.18%	99
2026 Q1	$359K	Sell	1,200 -60	-5%	-$18.8K	0.2%	96
2025 Q4	$397K	Sell	1,260 -100	-7%	-$31.2K	0.22%	88
2025 Q3	$419K	Hold	1,360	–	–	0.24%	80
2025 Q2	$388K	Hold	1,360	–	–	0.25%	79
2025 Q1	$350K	Hold	1,360	–	–	0.25%	80
2024 Q4	$367K	Hold	1,360	–	–	0.25%	71
2024 Q3	$358K	Hold	1,360	–	–	0.24%	81
2024 Q2	$339K	Hold	1,360	–	–	0.25%	77
2024 Q1	$326K	Hold	1,360	–	–	0.24%	82
2023 Q4	$297K	Hold	1,360	–	–	0.23%	83
2023 Q3	$266K	Hold	1,360	–	–	0.25%	79
2023 Q2	$276K	Hold	1,360	–	–	0.25%	78
2023 Q1	$254K	Hold	1,360	–	–	0.25%	78
2022 Q4	$237K	Hold	1,360	–	–	0.25%	79
2022 Q3	$222K	Hold	1,360	–	–	0.26%	79
2022 Q2	$234K	Hold	1,360	–	–	0.26%	78
2022 Q1	$284K	Hold	1,360	–	–	0.29%	62
2021 Q4	$301K	Buy	+1,360	New	+$292K	0.28%	66

Other funds holding VV

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

MAV

Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Meridian Financial's VV Position: Q2 2026 in Review

Meridian Financial reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 8.3% in Q2 2026, selling an estimated $33.4K and leaving 1,100 shares worth $378K. The position accounts for 0.18% of the portfolio, ranked #99.

Meridian Financial first reported a position in VV in Q4 2021 and has held it in 19 quarters since. The position peaked at $419K in Q3 2025. 695 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Meridian Financial held 1,100 shares of Vanguard Morningstar Large-Cap ETF worth $378K as of Q2 2026.
Meridian Financial sold 100 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $33.4K.
Vanguard Morningstar Large-Cap ETF made up 0.18% of Meridian Financial's portfolio in Q2 2026, its #99 holding.
Meridian Financial first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2021 and has held it in 19 quarters since.
Meridian Financial's Vanguard Morningstar Large-Cap ETF position peaked at $419K in Q3 2025.
695 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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