Meridian Investment Counsel’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Meridian Investment Counsel’s Portfolio VTI Stock Details VTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$904K	Hold	2,442	–	–	0.19%	121
2026 Q1	$783K	Sell	2,442 -20	-0.8%	-$6.71K	0.19%	124
2025 Q4	$825K	Hold	2,462	–	–	0.2%	122
2025 Q3	$808K	Buy	2,462 +125	+5%	+$39.5K	0.2%	117
2025 Q2	$710K	Hold	2,337	–	–	0.19%	120
2025 Q1	$642K	Sell	2,337 -20	-0.8%	-$5.81K	0.19%	120
2024 Q4	$683K	Hold	2,357	–	–	0.2%	117
2024 Q3	$667K	Buy	2,357 +20	+0.9%	+$5.46K	0.2%	115
2024 Q2	$625K	Buy	2,337 +400	+21%	+$104K	0.2%	118
2024 Q1	$503K	Hold	1,937	–	–	0.17%	133
2023 Q4	$459K	Hold	1,937	–	–	0.16%	138
2023 Q3	$411K	Hold	1,937	–	–	0.15%	140
2023 Q2	$427K	Hold	1,937	–	–	0.15%	142
2023 Q1	$395K	Hold	1,937	–	–	0.15%	140
2022 Q4	$370K	Hold	1,937	–	–	0.15%	145
2022 Q3	$348K	Hold	1,937	–	–	0.15%	143
2022 Q2	$365K	Hold	1,937	–	–	0.15%	142
2022 Q1	$441K	Hold	1,937	–	–	0.15%	144
2021 Q4	$468K	Hold	1,937	–	–	0.16%	135
2021 Q3	$430K	Hold	1,937	–	–	0.16%	133
2021 Q2	$432K	Hold	1,937	–	–	0.15%	140
2021 Q1	$400K	Hold	1,937	–	–	0.15%	141
2020 Q4	$377K	Hold	1,937	–	–	0.16%	128
2020 Q3	$330K	Hold	1,937	–	–	0.16%	125
2020 Q2	$303K	Hold	1,937	–	–	0.15%	130
2020 Q1	$250K	Hold	1,937	–	–	0.16%	127
2019 Q4	$317K	Hold	1,937	–	–	0.16%	133
2019 Q3	$292K	Hold	1,937	–	–	0.16%	136
2019 Q2	$291K	Hold	1,937	–	–	0.16%	133
2019 Q1	$280K	Hold	1,937	–	–	0.16%	133
2018 Q4	$247K	Hold	1,937	–	–	0.16%	134
2018 Q3	$290K	Hold	1,937	–	–	0.16%	135
2018 Q2	$272K	Hold	1,937	–	–	0.15%	143
2018 Q1	$263K	Hold	1,937	–	–	0.15%	146
2017 Q4	$266K	Hold	1,937	–	–	0.14%	148
2017 Q3	$251K	Hold	1,937	–	–	0.15%	150
2017 Q2	$241K	Hold	1,937	–	–	0.14%	152
2017 Q1	$235K	Hold	1,937	–	–	0.14%	150
2016 Q4	$223K	Buy	1,937 +134	+7%	+$15.1K	0.15%	149
2016 Q3	$201K	Buy	+1,803	New	+$200K	0.14%	156

Other funds holding VTI

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

NBS

Narodna banka Slovenska Bratislava $3.49B AUM

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

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

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Meridian Investment Counsel's VTI Position: Q2 2026 in Review

Meridian Investment Counsel held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 2,442 shares worth $904K. The position accounts for 0.19% of the portfolio, ranked #121.

Meridian Investment Counsel first reported a position in VTI in Q3 2016 and has held it in 40 quarters since. 1,812 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Meridian Investment Counsel held 2,442 shares of Vanguard Morningstar Total Stock Market ETF worth $904K as of Q2 2026.
Meridian Investment Counsel left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.19% of Meridian Investment Counsel's portfolio in Q2 2026, its #121 holding.
Meridian Investment Counsel first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2016 and has held it in 40 quarters since.
1,812 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Meridian Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.