MWM
VFMV icon

Meridian Wealth Management’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History

Meridian Wealth Management’s Portfolio VFMV Stock Details VFMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,283
Closed -$304K – 874
2026
Q1 		$304K Buy
+2,283
New +$309K 0.01% 645

Other funds holding VFMV

AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
SWM
Sculati Wealth Management Bloomfield Hills, Michigan $300M AUM 17.56% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

Meridian Wealth Management sold out of Vanguard US Minimum Volatility ETF (VFMV) in Q2 2026, closing a stake of 2,283 shares — an estimated $304K sold.

Meridian Wealth Management first reported a position in VFMV in Q1 2026 and held it in 1 quarter. The position peaked at $304K in Q1 2026. 89 funds tracked by Wall St. Rank hold VFMV as of Q2 2026.

  • Meridian Wealth Management reported no remaining Vanguard US Minimum Volatility ETF position as of Q2 2026 after selling out during the quarter.
  • Meridian Wealth Management sold 2,283 Vanguard US Minimum Volatility ETF shares in Q2 2026, an estimated $304K.
  • Meridian Wealth Management first reported a position in Vanguard US Minimum Volatility ETF in Q1 2026 and held it in 1 quarter.
  • Meridian Wealth Management's Vanguard US Minimum Volatility ETF position peaked at $304K in Q1 2026.
  • 89 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q2 2026.

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