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

Meridian Management’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	$305K	Hold	823	–	–	0.07%	77
2026 Q1	$264K	Hold	823	–	–	0.07%	76
2025 Q4	$276K	Hold	823	–	–	0.07%	72
2025 Q3	$270K	Sell	823 -9	-1%	-$2.84K	0.07%	76
2025 Q2	$259K	Buy	832 +9	+1%	+$2.53K	0.07%	71
2025 Q1	$226K	Sell	823 -1,128	-58%	-$328K	0.07%	69
2024 Q4	$565K	Sell	1,951 -171	-8%	-$49.9K	0.15%	64
2024 Q3	$601K	Sell	2,122 -36	-2%	-$9.82K	0.15%	65
2024 Q2	$577K	Sell	2,158 -213	-9%	-$55.1K	0.16%	65
2024 Q1	$616K	Sell	2,371 -358	-13%	-$88.6K	0.17%	61
2023 Q4	$679K	Buy	2,729 +1,087	+66%	+$240K	0.19%	58
2023 Q3	$349K	Sell	1,642 -164	-9%	-$36.3K	0.11%	75
2023 Q2	$398K	Buy	1,806 +63	+4%	+$13.1K	0.12%	70
2023 Q1	$356K	Buy	+1,743	New	+$349K	0.12%	69

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Meridian Management's VTI Position: Q2 2026 in Review

Meridian Management held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 823 shares worth $305K. The position accounts for 0.07% of the portfolio, ranked #77.

Meridian Management first reported a position in VTI in Q1 2023 and has held it in 14 quarters since. The position peaked at $679K in Q4 2023. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Meridian Management held 823 shares of Vanguard Morningstar Total Stock Market ETF worth $305K as of Q2 2026.
Meridian Management left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.07% of Meridian Management's portfolio in Q2 2026, its #77 holding.
Meridian Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2023 and has held it in 14 quarters since.
Meridian Management's Vanguard Morningstar Total Stock Market ETF position peaked at $679K in Q4 2023.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Meridian Management's 13F filing for Q2 2026, filed 4 Aug 2026.