Meridian Wealth Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$28.2M	Buy	349,947 +35,739	+11%	+$2.77M	3.2%	4
2026 Q1	$22.6M	Buy	314,208 +67,836	+28%	+$5.04M	2.98%	5
2025 Q4	$17.9M	Buy	246,372 +67,856	+38%	+$4.94M	2.48%	9
2025 Q3	$13.1M	Buy	178,516 +15,892	+10%	+$1.14M	1.86%	14
2025 Q2	$11.4M	Buy	162,624 +15,856	+11%	+$1.04M	1.8%	14
2025 Q1	$9.49M	Buy	146,768 +10,128	+7%	+$680K	1.61%	15
2024 Q4	$9.02M	Buy	136,640 +9,192	+7%	+$624K	1.49%	15
2024 Q3	$8.41M	Buy	127,448 +15,456	+14%	+$970K	1.41%	17
2024 Q2	$6.78M	Buy	111,992 +2,920	+3%	+$177K	1.21%	19
2024 Q1	$6.81M	Buy	109,072 +4,268	+4%	+$252K	1.28%	19
2023 Q4	$6.1M	Buy	104,804 +4,900	+5%	+$262K	1.33%	20
2023 Q3	$5.2M	Buy	99,904 +3,240	+3%	+$178K	1.3%	19
2023 Q2	$5.32M	Sell	96,664 -4,864	-5%	-$255K	1.29%	16
2023 Q1	$5.35M	Buy	101,528 +10,844	+12%	+$577K	1.34%	16
2022 Q4	$4.62M	Buy	90,684 +30,556	+51%	+$1.56M	1.19%	19
2022 Q3	$2.83M	Sell	60,128 -11,184	-16%	-$584K	0.8%	30
2022 Q2	$3.51M	Sell	71,312 -16,192	-19%	-$875K	0.93%	24
2022 Q1	$5.2M	Buy	87,504 +28,828	+49%	+$1.69M	1.21%	18
2021 Q4	$3.74M	Buy	58,676 +11,336	+24%	+$711K	0.91%	24
2021 Q3	$2.8M	Buy	47,340 +3,276	+7%	+$198K	0.78%	28
2021 Q2	$2.62M	Buy	44,064 +8,492	+24%	+$492K	0.74%	30
2021 Q1	$1.97M	Buy	35,572 +1,812	+5%	+$98.3K	0.65%	35
2020 Q4	$1.75M	Buy	33,760 +11,856	+54%	+$574K	0.64%	33
2020 Q3	$965K	Buy	21,904 +4,116	+23%	+$179K	0.41%	54
2020 Q2	$729K	Buy	17,788 +4,076	+30%	+$156K	0.34%	66
2020 Q1	$451K	Sell	13,712 -924	-6%	-$38.3K	0.25%	80
2019 Q4	$652K	Buy	14,636 +940	+7%	+$40.4K	0.26%	75
2019 Q3	$574K	Buy	13,696 +372	+3%	+$15.5K	0.25%	81
2019 Q2	$557K	Buy	13,324 +1,208	+10%	+$49.4K	0.39%	54
2019 Q1	$487K	Sell	12,116 -13,508	-53%	-$520K	0.36%	60
2018 Q4	$885K	Buy	+25,624	New	+$962K	0.68%	29

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Meridian Wealth Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 11% in Q2 2026, buying an estimated $2.77M and bringing the position to 349,947 shares worth $28.2M. The position accounts for 3.2% of the portfolio, ranked #4.

Meridian Wealth Advisors first reported a position in VO in Q4 2018 and has held it in 31 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Meridian Wealth Advisors held 349,947 shares of Vanguard Morningstar Mid-Cap ETF worth $28.2M as of Q2 2026.
Meridian Wealth Advisors bought 35,739 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $2.77M.
Vanguard Morningstar Mid-Cap ETF made up 3.2% of Meridian Wealth Advisors's portfolio in Q2 2026, its #4 holding.
Meridian Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2018 and has held it in 31 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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