Meridian Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.05M	Sell	29,847 -1,572	-5%	-$361K	0.22%	98
2026 Q1	$6.76M	Sell	31,419 -567	-2%	-$126K	0.24%	87
2025 Q4	$7.03M	Sell	31,986 -114	-0.4%	-$24.9K	0.25%	80
2025 Q3	$6.9M	Buy	32,100 +331	+1%	+$69.5K	0.26%	77
2025 Q2	$6.5M	Sell	31,769 -1,638	-5%	-$317K	0.28%	79
2025 Q1	$6.48M	Sell	33,407 -1,458	-4%	-$290K	0.31%	73
2024 Q4	$6.83M	Sell	34,865 -45	-0.1%	-$8.98K	0.32%	67
2024 Q3	$6.91M	Buy	+34,910	New	+$6.65M	0.34%	63
2024 Q1	–	Sell	-28,254	Closed	-$4.81M	–	545
2023 Q4	$4.81M	Buy	28,254 +2,094	+8%	+$337K	0.31%	71
2023 Q3	$4.06M	Buy	26,160 +4,257	+19%	+$690K	0.25%	85
2023 Q2	$3.56M	Sell	21,903 -152	-0.7%	-$23.8K	0.3%	67
2023 Q1	$3.4M	Sell	22,055 -264	-1%	-$40.4K	0.3%	77
2022 Q4	$3.39M	Sell	22,319 -790	-3%	-$118K	0.33%	68
2022 Q3	$3.12M	Sell	23,109 -8,787	-28%	-$1.31M	0.34%	68
2022 Q2	$4.58M	Buy	31,896 +21,104	+196%	+$3.21M	0.37%	64
2022 Q1	$1.75M	Buy	10,792 +769	+8%	+$124K	0.19%	103
2021 Q4	$1.72M	Buy	10,023 +3,004	+43%	+$495K	0.18%	105
2021 Q3	$1.08M	Buy	7,019 +36	+0.5%	+$5.74K	0.13%	144
2021 Q2	$1.08M	Buy	6,983 +96	+1%	+$14.7K	0.14%	141
2021 Q1	$1.01M	Sell	6,887 -61	-0.9%	-$8.68K	0.15%	136
2020 Q4	$980K	Sell	6,948 -550	-7%	-$74.5K	0.16%	120
2020 Q3	$964K	Buy	7,498 +1,314	+21%	+$165K	0.24%	89
2020 Q2	$724K	Buy	6,184 +1,138	+23%	+$130K	0.24%	90
2020 Q1	$521K	Sell	5,046 -724	-13%	-$86.4K	0.23%	95
2019 Q4	$719K	Buy	5,770 +428	+8%	+$51.8K	0.35%	61
2019 Q3	$639K	Buy	5,342 +402	+8%	+$47.4K	0.3%	66
2019 Q2	$5.69K	Sell	4,940 -1,885	-28%	-$211K	0.23%	72
2019 Q1	$748K	Buy	6,825 +20	+0.3%	+$2.11K	0.34%	59
2018 Q4	$667K	Buy	6,805 +600	+10%	+$62.6K	0.39%	51
2018 Q3	$687K	Sell	6,205 -700	-10%	-$75.2K	0.3%	57
2018 Q2	$702K	Sell	6,905 -22	-0.3%	-$2.24K	0.33%	58
2018 Q1	$700K	Buy	6,927 +365	+6%	+$37.8K	0.35%	58
2017 Q4	$626K	Hold	6,562	–	–	0.39%	60
2017 Q3	$622K	Buy	6,562 +704	+12%	+$65.7K	0.39%	59
2017 Q2	$543K	Buy	5,858 +2,000	+52%	+$183K	0.34%	68
2017 Q1	$347K	Buy	3,858 +600	+18%	+$53.2K	0.21%	107
2016 Q4	$282K	Buy	+3,258	New	+$274K	0.22%	95

Other funds holding VIG

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Meridian Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 5% in Q2 2026, selling an estimated $361K and leaving 29,847 shares worth $7.05M. The position accounts for 0.22% of the portfolio, ranked #98.

Meridian Wealth Management first reported a position in VIG in Q4 2016 and has held it in 37 quarters since. 1,858 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Meridian Wealth Management held 29,847 shares of Vanguard Dividend Appreciation ETF worth $7.05M as of Q2 2026.
Meridian Wealth Management sold 1,572 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $361K.
Vanguard Dividend Appreciation ETF made up 0.22% of Meridian Wealth Management's portfolio in Q2 2026, its #98 holding.
Meridian Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2016 and has held it in 37 quarters since.
1,858 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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