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Meridian Wealth Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Meridian Wealth Advisors’s Portfolio VTWO Stock Details VTWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.66M Hold
16,613
– – 0.22% 71
2025
Q4 		$1.65M Hold
16,613
– – 0.23% 65
2025
Q3 		$1.63M Sell
16,613
-1,200
-7% -$111K 0.23% 65
2025
Q2 		$1.55M Sell
17,813
-125
-0.7% -$10.2K 0.25% 65
2025
Q1 		$1.45M Sell
17,938
-1,700
-9% -$149K 0.25% 63
2024
Q4 		$1.75M Sell
19,638
-95
-0.5% -$8.77K 0.29% 56
2024
Q3 		$1.76M Buy
19,733
+1,001
+5% +$86.6K 0.29% 57
2024
Q2 		$1.54M Buy
18,732
+100
+0.5% +$8.18K 0.27% 60
2024
Q1 		$1.58M Buy
18,632
+1,126
+6% +$90.8K 0.3% 62
2023
Q4 		$1.42M Buy
17,506
+1,300
+8% +$94.2K 0.31% 63
2023
Q3 		$1.16M Buy
16,206
+1
+0% +$76 0.29% 69
2023
Q2 		$1.23M Sell
16,205
-350
-2% -$25.2K 0.3% 69
2023
Q1 		$1.19M Buy
16,555
+1
+0% +$74 0.3% 69
2022
Q4 		$1.16M Buy
16,554
+3,247
+24% +$233K 0.3% 70
2022
Q3 		$887K Sell
13,307
-2,950
-18% -$217K 0.25% 76
2022
Q2 		$1.11M Sell
16,257
-8,009
-33% -$596K 0.3% 74
2022
Q1 		$2.01M Sell
24,266
-2,699
-10% -$222K 0.47% 53
2021
Q4 		$2.42M Buy
26,965
+3,510
+15% +$320K 0.59% 46
2021
Q3 		$2.07M Sell
23,455
-398
-2% -$35.6K 0.58% 43
2021
Q2 		$2.21M Buy
23,853
+2,949
+14% +$268K 0.63% 36
2021
Q1 		$1.86M Buy
20,904
+4,402
+27% +$388K 0.62% 37
2020
Q4 		$1.31M Buy
+16,502
New +$1.17M 0.48% 50
2019
Q1 		– Sell
-370
Closed -$20K – 390
2018
Q4 		$20K Buy
+370
New +$22.2K 0.02% 356

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

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

Meridian Wealth Advisors held its Vanguard Russell 2000 ETF (VTWO) position steady in Q1 2026 at 16,613 shares worth $1.66M. The position accounts for 0.22% of the portfolio, ranked #71.

Meridian Wealth Advisors first reported a position in VTWO in Q4 2018 and has held it in 23 quarters since. The position peaked at $2.42M in Q4 2021. 678 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

  • Meridian Wealth Advisors held 16,613 shares of Vanguard Russell 2000 ETF worth $1.66M as of Q1 2026.
  • Meridian Wealth Advisors left its Vanguard Russell 2000 ETF share count unchanged in Q1 2026.
  • Vanguard Russell 2000 ETF made up 0.22% of Meridian Wealth Advisors's portfolio in Q1 2026, its #71 holding.
  • Meridian Wealth Advisors first reported a position in Vanguard Russell 2000 ETF in Q4 2018 and has held it in 23 quarters since.
  • Meridian Wealth Advisors's Vanguard Russell 2000 ETF position peaked at $2.42M in Q4 2021.
  • 678 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

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