Meridian Wealth Advisors’s Vanguard Morningstar Value ETF VTV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$619K	Hold	2,842	–	–	0.07%	137
2026 Q1	$558K	Hold	2,842	–	–	0.07%	133
2025 Q4	$543K	Buy	2,842 +1	+0%	+$188	0.08%	128
2025 Q3	$530K	Hold	2,841	–	–	0.08%	127
2025 Q2	$502K	Hold	2,841	–	–	0.08%	122
2025 Q1	$491K	Hold	2,841	–	–	0.08%	111
2024 Q4	$481K	Hold	2,841	–	–	0.08%	119
2024 Q3	$496K	Hold	2,841	–	–	0.08%	118
2024 Q2	$456K	Hold	2,841	–	–	0.08%	120
2024 Q1	$463K	Hold	2,841	–	–	0.09%	115
2023 Q4	$425K	Hold	2,841	–	–	0.09%	119
2023 Q3	$392K	Hold	2,841	–	–	0.1%	116
2023 Q2	$404K	Sell	2,841 -358	-11%	-$49.7K	0.1%	120
2023 Q1	$442K	Buy	3,199 +365	+13%	+$51.2K	0.11%	120
2022 Q4	$398K	Hold	2,834	–	–	0.1%	127
2022 Q3	$350K	Hold	2,834	–	–	0.1%	138
2022 Q2	$374K	Hold	2,834	–	–	0.1%	139
2022 Q1	$419K	Buy	2,834 +27	+1%	+$3.94K	0.1%	140
2021 Q4	$413K	Hold	2,807	–	–	0.1%	135
2021 Q3	$380K	Hold	2,807	–	–	0.11%	136
2021 Q2	$386K	Sell	2,807 -29	-1%	-$3.98K	0.11%	136
2021 Q1	$373K	Buy	2,836 +29	+1%	+$3.64K	0.12%	128
2020 Q4	$334K	Hold	2,807	–	–	0.12%	128
2020 Q3	$293K	Sell	2,807 -59	-2%	-$6.18K	0.13%	129
2020 Q2	$285K	Buy	2,866 +59	+2%	+$5.79K	0.13%	127
2020 Q1	$250K	Buy	+2,807	New	+$308K	0.14%	119

Other funds holding VTV

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

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

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

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

Meridian Wealth Advisors held its Vanguard Morningstar Value ETF (VTV) position steady in Q2 2026 at 2,842 shares worth $619K. The position accounts for 0.07% of the portfolio, ranked #137.

Meridian Wealth Advisors first reported a position in VTV in Q1 2020 and has held it in 26 quarters since. 2,785 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Meridian Wealth Advisors held 2,842 shares of Vanguard Morningstar Value ETF worth $619K as of Q2 2026.
Meridian Wealth Advisors left its Vanguard Morningstar Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Value ETF made up 0.07% of Meridian Wealth Advisors's portfolio in Q2 2026, its #137 holding.
Meridian Wealth Advisors first reported a position in Vanguard Morningstar Value ETF in Q1 2020 and has held it in 26 quarters since.
2,785 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

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