Meridian Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Meridian Wealth Advisors’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13.2M	Sell	61,520 -1,286	-2%	-$287K	1.75%	16
2025 Q4	$13.8M	Buy	62,806 +506	+0.8%	+$111K	1.91%	14
2025 Q3	$13.4M	Sell	62,300 -519	-0.8%	-$109K	1.91%	12
2025 Q2	$12.9M	Buy	62,819 +742	+1%	+$144K	2.03%	11
2025 Q1	$12M	Sell	62,077 -783	-1%	-$156K	2.04%	9
2024 Q4	$12.3M	Sell	62,860 -64	-0.1%	-$12.8K	2.03%	9
2024 Q3	$12.5M	Sell	62,924 -3,849	-6%	-$733K	2.08%	9
2024 Q2	$12.2M	Buy	66,773 +1,135	+2%	+$204K	2.17%	9
2024 Q1	$12M	Buy	65,638 +3,265	+5%	+$574K	2.25%	9
2023 Q4	$10.6M	Sell	62,373 -27	-0%	-$4.34K	2.33%	9
2023 Q3	$9.7M	Sell	62,400 -421	-0.7%	-$68.2K	2.42%	8
2023 Q2	$10.2M	Sell	62,821 -523	-0.8%	-$81.9K	2.47%	8
2023 Q1	$9.76M	Buy	63,344 +465	+0.7%	+$71.2K	2.44%	8
2022 Q4	$9.55M	Sell	62,879 -428	-0.7%	-$63.8K	2.46%	8
2022 Q3	$8.56M	Buy	63,307 +497	+0.8%	+$74K	2.41%	9
2022 Q2	$9.01M	Sell	62,810 -4,432	-7%	-$675K	2.39%	8
2022 Q1	$10.9M	Buy	67,242 +6,571	+11%	+$1.06M	2.53%	9
2021 Q4	$10.4M	Buy	60,671 +627	+1%	+$103K	2.53%	9
2021 Q3	$9.22M	Buy	60,044 +2,097	+4%	+$334K	2.57%	9
2021 Q2	$8.97M	Buy	57,947 +4,463	+8%	+$685K	2.54%	9
2021 Q1	$7.87M	Buy	53,484 +1,957	+4%	+$278K	2.61%	9
2020 Q4	$7.27M	Buy	51,527 +2,015	+4%	+$273K	2.65%	10
2020 Q3	$6.37M	Buy	49,512 +1,584	+3%	+$199K	2.74%	9
2020 Q2	$5.62M	Buy	47,928 +455	+1%	+$51.8K	2.6%	8
2020 Q1	$4.91M	Buy	47,473 +3,136	+7%	+$374K	2.71%	8
2019 Q4	$5.53M	Buy	44,337 +120	+0.3%	+$14.5K	2.18%	11
2019 Q3	$5.29M	Buy	44,217 +2,074	+5%	+$245K	2.26%	10
2019 Q2	$4.85M	Buy	42,143 +1,533	+4%	+$172K	3.39%	7
2019 Q1	$4.45M	Sell	40,610 -4,375	-10%	-$461K	3.25%	6
2018 Q4	$4.41M	Buy	+44,985	New	+$4.69M	3.38%	3

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Meridian Wealth Advisors's VIG Position: Q1 2026 in Review

Meridian Wealth Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 2% in Q1 2026, selling an estimated $287K and leaving 61,520 shares worth $13.2M. The position accounts for 1.75% of the portfolio, ranked #16.

Meridian Wealth Advisors first reported a position in VIG in Q4 2018 and has held it in 30 quarters since. The position peaked at $13.8M in Q4 2025. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Meridian Wealth Advisors held 61,520 shares of Vanguard Dividend Appreciation ETF worth $13.2M as of Q1 2026.
Meridian Wealth Advisors sold 1,286 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $287K.
Vanguard Dividend Appreciation ETF made up 1.75% of Meridian Wealth Advisors's portfolio in Q1 2026, its #16 holding.
Meridian Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and has held it in 30 quarters since.
Meridian Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $13.8M in Q4 2025.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Meridian Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.