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Meridian Wealth Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Meridian Wealth Advisors’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.03M Buy
5,484
+41
+0.8% +$14.7K 0.23% 71
2026
Q1 		$1.75M Buy
5,443
+431
+9% +$145K 0.23% 70
2025
Q4 		$1.68M Buy
5,012
+201
+4% +$66.9K 0.23% 64
2025
Q3 		$1.58M Buy
4,811
+246
+5% +$77.7K 0.22% 67
2025
Q2 		$1.39M Sell
4,565
-252
-5% -$70.9K 0.22% 68
2025
Q1 		$1.32M Sell
4,817
-177
-4% -$51.4K 0.22% 68
2024
Q4 		$1.45M Buy
4,994
+377
+8% +$110K 0.24% 66
2024
Q3 		$1.31M Buy
4,617
+625
+16% +$170K 0.22% 71
2024
Q2 		$1.07M Hold
3,992
– – 0.19% 79
2024
Q1 		$1.04M Buy
3,992
+883
+28% +$218K 0.19% 80
2023
Q4 		$737K Buy
3,109
+301
+11% +$66.5K 0.16% 90
2023
Q3 		$596K Buy
2,808
+540
+24% +$120K 0.15% 96
2023
Q2 		$499K Sell
2,268
-520
-19% -$108K 0.12% 108
2023
Q1 		$569K Buy
2,788
+1
+0% +$200 0.14% 103
2022
Q4 		$533K Buy
2,787
+413
+17% +$79.6K 0.14% 110
2022
Q3 		$426K Buy
2,374
+1
+0% +$199 0.12% 125
2022
Q2 		$448K Buy
2,373
+1
+0% +$205 0.12% 129
2022
Q1 		$540K Sell
2,372
-160
-6% -$36K 0.13% 126
2021
Q4 		$611K Buy
2,532
+41
+2% +$9.68K 0.15% 114
2021
Q3 		$553K Hold
2,491
– – 0.15% 111
2021
Q2 		$555K Buy
2,491
+263
+12% +$57.1K 0.16% 116
2021
Q1 		$461K Buy
2,228
+334
+18% +$67.6K 0.15% 117
2020
Q4 		$369K Sell
1,894
-1,440
-43% -$263K 0.13% 124
2020
Q3 		$568K Buy
3,334
+1,664
+100% +$280K 0.24% 88
2020
Q2 		$261K Sell
1,670
-300
-15% -$44.2K 0.12% 135
2020
Q1 		$254K Hold
1,970
– – 0.14% 116
2019
Q4 		$322K Buy
+1,970
New +$309K 0.13% 125
2019
Q2 		– Sell
-3,762
Closed -$544K – 134
2019
Q1 		$544K Buy
3,762
+3,396
+928% +$474K 0.4% 53
2018
Q4 		$47K Buy
+366
New +$50.5K 0.04% 260

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Meridian Wealth Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.75% in Q2 2026, buying an estimated $14.7K and bringing the position to 5,484 shares worth $2.03M. The position accounts for 0.23% of the portfolio, ranked #71.

Meridian Wealth Advisors first reported a position in VTI in Q4 2018 and has held it in 29 quarters since. 3,667 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Meridian Wealth Advisors held 5,484 shares of Vanguard Morningstar Total Stock Market ETF worth $2.03M as of Q2 2026.
  • Meridian Wealth Advisors bought 41 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $14.7K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.23% of Meridian Wealth Advisors's portfolio in Q2 2026, its #71 holding.
  • Meridian Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2018 and has held it in 29 quarters since.
  • 3,667 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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