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

Meridian Wealth Advisors’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$645K Buy
2,106
+433
+26% +$125K 0.07% 132
2026
Q1 		$431K Sell
1,673
-182
-10% -$49.9K 0.06% 142
2025
Q4 		$518K Buy
1,855
+1
+0.1% +$286 0.07% 130
2025
Q3 		$545K Hold
1,854
– – 0.08% 125
2025
Q2 		$527K Hold
1,854
– – 0.08% 119
2025
Q1 		$454K Sell
1,854
-370
-17% -$96.2K 0.08% 114
2024
Q4 		$564K Hold
2,224
– – 0.09% 109
2024
Q3 		$541K Buy
2,224
+50
+2% +$11.6K 0.09% 109
2024
Q2 		$499K Buy
2,174
+480
+28% +$110K 0.09% 111
2024
Q1 		$399K Buy
1,694
+72
+4% +$16.1K 0.08% 124
2023
Q4 		$356K Hold
1,622
– – 0.08% 132
2023
Q3 		$316K Buy
1,622
+551
+51% +$112K 0.08% 135
2023
Q2 		$220K Hold
1,071
– – 0.05% 169
2023
Q1 		$209K Buy
+1,071
New +$205K 0.05% 178
2022
Q2 		– Sell
-3,638
Closed -$811K – 217
2022
Q1 		$811K Buy
3,638
+1
+0% +$221 0.19% 98
2021
Q4 		$926K Hold
3,637
– – 0.23% 89
2021
Q3 		$859K Sell
3,637
-60
-2% -$14.5K 0.24% 84
2021
Q2 		$874K Sell
3,697
-250
-6% -$56.1K 0.25% 85
2021
Q1 		$847K Buy
3,947
+251
+7% +$54.4K 0.28% 76
2020
Q4 		$784K Buy
3,696
+550
+17% +$108K 0.29% 78
2020
Q3 		$567K Buy
3,146
+1,690
+116% +$298K 0.24% 89
2020
Q2 		$240K Buy
+1,456
New +$220K 0.11% 146
2019
Q1 		– Sell
-906
Closed -$108K – 388
2018
Q4 		$108K Buy
+906
New +$116K 0.08% 158

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Meridian Wealth Advisors increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 26% in Q2 2026, buying an estimated $125K and bringing the position to 2,106 shares worth $645K. The position accounts for 0.07% of the portfolio, ranked #132.

Meridian Wealth Advisors first reported a position in VOT in Q4 2018 and has held it in 23 quarters since. The position peaked at $926K in Q4 2021. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Meridian Wealth Advisors held 2,106 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $645K as of Q2 2026.
  • Meridian Wealth Advisors bought 433 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $125K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.07% of Meridian Wealth Advisors's portfolio in Q2 2026, its #132 holding.
  • Meridian Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2018 and has held it in 23 quarters since.
  • Meridian Wealth Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $926K in Q4 2021.
  • 1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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