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Meridian Wealth Advisors’s Vanguard Industrials ETF VIS Stock Holding History

Meridian Wealth Advisors’s Portfolio VIS Stock Details VIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$727K Buy
2,019
+311
+18% +$105K 0.08% 122
2026
Q1 		$533K Hold
1,708
– – 0.07% 138
2025
Q4 		$509K Hold
1,708
– – 0.07% 133
2025
Q3 		$506K Sell
1,708
-25
-1% -$7.24K 0.07% 129
2025
Q2 		$485K Hold
1,733
– – 0.08% 123
2025
Q1 		$429K Sell
1,733
-12
-0.7% -$3.1K 0.07% 122
2024
Q4 		$444K Sell
1,745
-125
-7% -$33.3K 0.07% 123
2024
Q3 		$486K Buy
1,870
+1
+0.1% +$245 0.08% 119
2024
Q2 		$440K Hold
1,869
– – 0.08% 122
2024
Q1 		$456K Sell
1,869
-15
-0.8% -$3.41K 0.09% 117
2023
Q4 		$415K Buy
1,884
+2
+0.1% +$403 0.09% 122
2023
Q3 		$367K Buy
1,882
+1
+0.1% +$205 0.09% 123
2023
Q2 		$387K Sell
1,881
-575
-23% -$110K 0.09% 128
2023
Q1 		$468K Hold
2,456
– – 0.12% 116
2022
Q4 		$448K Sell
2,456
-423
-15% -$75.7K 0.12% 121
2022
Q3 		$454K Sell
2,879
-400
-12% -$69.7K 0.13% 120
2022
Q2 		$536K Sell
3,279
-2,681
-45% -$474K 0.14% 115
2022
Q1 		$1.16M Sell
5,960
-348
-6% -$66.9K 0.27% 75
2021
Q4 		$1.28M Buy
6,308
+4
+0.1% +$800 0.31% 72
2021
Q3 		$1.18M Buy
6,304
+200
+3% +$39.2K 0.33% 71
2021
Q2 		$1.2M Sell
6,104
-373
-6% -$73.3K 0.34% 69
2021
Q1 		$1.23M Buy
+6,477
New +$1.15M 0.41% 61
2019
Q1 		– Sell
-295
Closed -$36K – 382
2018
Q4 		$36K Buy
+295
New +$39.1K 0.03% 296

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MM
Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return

Meridian Wealth Advisors's VIS Position: Q2 2026 in Review

Meridian Wealth Advisors increased its Vanguard Industrials ETF (VIS) stake by 18% in Q2 2026, buying an estimated $105K and bringing the position to 2,019 shares worth $727K. The position accounts for 0.08% of the portfolio, ranked #122.

Meridian Wealth Advisors first reported a position in VIS in Q4 2018 and has held it in 23 quarters since. The position peaked at $1.28M in Q4 2021. 621 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Meridian Wealth Advisors held 2,019 shares of Vanguard Industrials ETF worth $727K as of Q2 2026.
  • Meridian Wealth Advisors bought 311 Vanguard Industrials ETF shares in Q2 2026, an estimated $105K.
  • Vanguard Industrials ETF made up 0.08% of Meridian Wealth Advisors's portfolio in Q2 2026, its #122 holding.
  • Meridian Wealth Advisors first reported a position in Vanguard Industrials ETF in Q4 2018 and has held it in 23 quarters since.
  • Meridian Wealth Advisors's Vanguard Industrials ETF position peaked at $1.28M in Q4 2021.
  • 621 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Meridian Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.