Meridian Wealth Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$946K	Hold	2,750	–	–	0.11%	104
2026 Q1	$822K	Hold	2,750	–	–	0.11%	103
2025 Q4	$866K	Hold	2,750	–	–	0.12%	99
2025 Q3	$847K	Hold	2,750	–	–	0.12%	99
2025 Q2	$785K	Hold	2,750	–	–	0.12%	93
2025 Q1	$707K	Hold	2,750	–	–	0.12%	90
2024 Q4	$742K	Hold	2,750	–	–	0.12%	92
2024 Q3	$724K	Hold	2,750	–	–	0.12%	90
2024 Q2	$686K	Hold	2,750	–	–	0.12%	93
2024 Q1	$659K	Hold	2,750	–	–	0.12%	98
2023 Q4	$600K	Hold	2,750	–	–	0.13%	100
2023 Q3	$538K	Hold	2,750	–	–	0.13%	102
2023 Q2	$557K	Hold	2,750	–	–	0.13%	102
2023 Q1	$514K	Hold	2,750	–	–	0.13%	112
2022 Q4	$479K	Hold	2,750	–	–	0.12%	116
2022 Q3	$450K	Hold	2,750	–	–	0.13%	121
2022 Q2	$474K	Hold	2,750	–	–	0.13%	125
2022 Q1	$573K	Hold	2,750	–	–	0.13%	121
2021 Q4	$608K	Hold	2,750	–	–	0.15%	115
2021 Q3	$553K	Hold	2,750	–	–	0.15%	112
2021 Q2	$552K	Hold	2,750	–	–	0.16%	117
2021 Q1	$510K	Hold	2,750	–	–	0.17%	106
2020 Q4	$483K	Hold	2,750	–	–	0.18%	104
2020 Q3	$430K	Hold	2,750	–	–	0.18%	107
2020 Q2	$393K	Hold	2,750	–	–	0.18%	108
2020 Q1	$326K	Buy	+2,750	New	+$386K	0.18%	97

Other funds holding VV

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Meridian Wealth Advisors held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 2,750 shares worth $946K. The position accounts for 0.11% of the portfolio, ranked #104.

Meridian Wealth Advisors first reported a position in VV in Q1 2020 and has held it in 26 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Meridian Wealth Advisors held 2,750 shares of Vanguard Morningstar Large-Cap ETF worth $946K as of Q2 2026.
Meridian Wealth Advisors left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.11% of Meridian Wealth Advisors's portfolio in Q2 2026, its #104 holding.
Meridian Wealth Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2020 and has held it in 26 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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