Meridian Wealth Management’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Meridian Wealth Management’s Portfolio IVOV Stock Details IVOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$606K	Buy	5,312 +13	+0.2%	+$1.42K	0.02%	494
2026 Q1	$540K	Buy	5,299 +7	+0.1%	+$736	0.02%	494
2025 Q4	$535K	Buy	5,292 +94	+2%	+$9.49K	0.02%	488
2025 Q3	$524K	Buy	5,198 +677	+15%	+$67K	0.02%	460
2025 Q2	$432K	Buy	4,521 +56	+1%	+$5.07K	0.02%	485
2025 Q1	$411K	Buy	4,465 +11	+0.2%	+$1.06K	0.02%	454
2024 Q4	$426K	Buy	4,454 +75	+2%	+$7.42K	0.02%	446
2024 Q3	$419K	Buy	+4,379	New	+$401K	0.02%	447
2024 Q1	–	Sell	-3,778	Closed	-$329K	–	351
2023 Q4	$329K	Buy	3,778 +307	+9%	+$24.4K	0.02%	479
2023 Q3	$270K	Buy	3,471 +122	+4%	+$10K	0.02%	467
2023 Q2	$276K	Buy	3,349 +51	+2%	+$3.97K	0.02%	456
2023 Q1	$259K	Buy	3,298 +20	+0.6%	+$1.63K	0.02%	455
2022 Q4	$252K	Buy	3,278 +158	+5%	+$12.2K	0.02%	452
2022 Q3	$216K	Buy	3,120 +32	+1%	+$2.45K	0.02%	442
2022 Q2	$223K	Hold	3,088	–	–	0.02%	497
2022 Q1	$259K	Hold	3,088	–	–	0.03%	336
2021 Q4	$260K	Sell	3,088 -124	-4%	-$10.4K	0.03%	342
2021 Q3	$256K	Hold	3,212	–	–	0.03%	331
2021 Q2	$260K	Hold	3,212	–	–	0.03%	327
2021 Q1	$251K	Hold	3,212	–	–	0.04%	305
2020 Q4	$211K	Buy	+3,212	New	+$196K	0.03%	312
2019 Q3	–	Sell	-2,100	Closed	-$129K	–	337
2019 Q2	$129K	Buy	+2,100	New	+$127K	0.05%	253

Other funds holding IVOV

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

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

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

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

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

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

Meridian Wealth Management's IVOV Position: Q2 2026 in Review

Meridian Wealth Management increased its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 0.25% in Q2 2026, buying an estimated $1.42K and bringing the position to 5,312 shares worth $606K. The position accounts for 0.02% of the portfolio, ranked #494.

Meridian Wealth Management first reported a position in IVOV in Q2 2019 and has held it in 22 quarters since. 172 funds tracked by Wall St. Rank hold IVOV as of Q2 2026.

Meridian Wealth Management held 5,312 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $606K as of Q2 2026.
Meridian Wealth Management bought 13 Vanguard S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $1.42K.
Vanguard S&P Mid-Cap 400 Value ETF made up 0.02% of Meridian Wealth Management's portfolio in Q2 2026, its #494 holding.
Meridian Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q2 2019 and has held it in 22 quarters since.
172 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.