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Meridian Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Meridian Wealth Advisors’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16M Sell
26,772
-3,187
-11% -$1.99M 2.12% 9
2025
Q4 		$18.8M Buy
29,959
+14,153
+90% +$8.8M 2.6% 7
2025
Q3 		$9.68M Buy
15,806
+12,438
+369% +$7.33M 1.37% 19
2025
Q2 		$1.91M Buy
3,368
+387
+13% +$203K 0.3% 56
2025
Q1 		$1.53M Sell
2,981
-4,394
-60% -$2.38M 0.26% 60
2024
Q4 		$3.97M Buy
7,375
+5,267
+250% +$2.85M 0.66% 39
2024
Q3 		$1.11M Buy
2,108
+4
+0.2% +$2.03K 0.19% 77
2024
Q2 		$1.05M Buy
2,104
+234
+13% +$113K 0.19% 81
2024
Q1 		$899K Sell
1,870
-113
-6% -$51.7K 0.17% 88
2023
Q4 		$866K Buy
1,983
+197
+11% +$80.7K 0.19% 85
2023
Q3 		$702K Buy
1,786
+2
+0.1% +$818 0.18% 88
2023
Q2 		$727K Sell
1,784
-539
-23% -$208K 0.18% 93
2023
Q1 		$874K Buy
2,323
+214
+10% +$78.5K 0.22% 83
2022
Q4 		$741K Sell
2,109
-1,074
-34% -$379K 0.19% 93
2022
Q3 		$1.04M Buy
3,183
+713
+29% +$260K 0.29% 70
2022
Q2 		$857K Buy
2,470
+1,520
+160% +$573K 0.23% 89
2022
Q1 		$394K Sell
950
-5,745
-86% -$2.35M 0.09% 144
2021
Q4 		$2.92M Buy
6,695
+5,562
+491% +$2.35M 0.71% 35
2021
Q3 		$447K Buy
1,133
+186
+20% +$75.5K 0.12% 126
2021
Q2 		$373K Buy
947
+45
+5% +$17.3K 0.11% 140
2021
Q1 		$329K Hold
902
– – 0.11% 137
2020
Q4 		$310K Buy
902
+106
+13% +$34.6K 0.11% 137
2020
Q3 		$245K Sell
796
-800
-50% -$244K 0.11% 145
2020
Q2 		$452K Buy
+1,596
New +$430K 0.21% 98
2020
Q1 		– Sell
-408
Closed -$121K – 172
2019
Q4 		$121K Buy
+408
New +$115K 0.05% 161
2019
Q1 		– Sell
-200
Closed -$46K – 387
2018
Q4 		$46K Buy
+200
New +$49.5K 0.04% 262

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

Meridian Wealth Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 11% in Q1 2026, selling an estimated $1.99M and leaving 26,772 shares worth $16M. The position accounts for 2.12% of the portfolio, ranked #9.

Meridian Wealth Advisors first reported a position in VOO in Q4 2018 and has held it in 26 quarters since. The position peaked at $18.8M in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Meridian Wealth Advisors held 26,772 shares of Vanguard S&P 500 ETF worth $16M as of Q1 2026.
  • Meridian Wealth Advisors sold 3,187 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $1.99M.
  • Vanguard S&P 500 ETF made up 2.12% of Meridian Wealth Advisors's portfolio in Q1 2026, its #9 holding.
  • Meridian Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 26 quarters since.
  • Meridian Wealth Advisors's Vanguard S&P 500 ETF position peaked at $18.8M in Q4 2025.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

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