Meridian Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$353K	Buy	2,681 +2	+0.1%	+$255	0.01%	637
2026 Q1	$324K	Buy	2,679 +112	+4%	+$14.3K	0.01%	630
2025 Q4	$343K	Buy	2,567 +438	+21%	+$56.9K	0.01%	588
2025 Q3	$279K	Buy	+2,129	New	+$276K	0.01%	596
2022 Q4	–	Sell	-4,450	Closed	-$331K	–	542
2022 Q3	$331K	Buy	+4,450	New	+$362K	0.04%	351

Other funds holding VFH

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

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

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

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Meridian Wealth Management increased its Vanguard Financials ETF (VFH) stake by 0.07% in Q2 2026, buying an estimated $255 and bringing the position to 2,681 shares worth $353K. The position accounts for 0.01% of the portfolio, ranked #637.

Meridian Wealth Management first reported a position in VFH in Q3 2022 and has held it in 5 quarters since. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Meridian Wealth Management held 2,681 shares of Vanguard Financials ETF worth $353K as of Q2 2026.
Meridian Wealth Management bought 2 Vanguard Financials ETF shares in Q2 2026, an estimated $255.
Vanguard Financials ETF made up 0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #637 holding.
Meridian Wealth Management first reported a position in Vanguard Financials ETF in Q3 2022 and has held it in 5 quarters since.
759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

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