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Meridian Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Meridian Wealth Management’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.49M Buy
48,572
+3,364
+7% +$250K 0.12% 160
2025
Q4 		$3.28M Buy
45,208
+300
+0.7% +$21.8K 0.12% 162
2025
Q3 		$3.3M Sell
44,908
-232
-0.5% -$16.7K 0.13% 151
2025
Q2 		$3.16M Buy
45,140
+1,008
+2% +$66.2K 0.13% 153
2025
Q1 		$2.85M Buy
44,132
+108
+0.2% +$7.25K 0.14% 156
2024
Q4 		$2.91M Buy
44,024
+4,432
+11% +$301K 0.14% 150
2024
Q3 		$2.61M Buy
+39,592
New +$2.49M 0.13% 161
2024
Q1 		– Sell
-37,196
Closed -$2.16M – 549
2023
Q4 		$2.16M Buy
37,196
+3,932
+12% +$210K 0.14% 165
2023
Q3 		$1.73M Buy
33,264
+1,964
+6% +$108K 0.11% 170
2023
Q2 		$1.72M Sell
31,300
-744
-2% -$39K 0.15% 134
2023
Q1 		$1.69M Buy
32,044
+3,628
+13% +$193K 0.15% 142
2022
Q4 		$1.45M Buy
28,416
+1,156
+4% +$58.9K 0.14% 143
2022
Q3 		$1.28M Sell
27,260
-5,000
-15% -$261K 0.14% 154
2022
Q2 		$1.59M Buy
32,260
+16,180
+101% +$874K 0.13% 172
2022
Q1 		$956K Buy
16,080
+132
+0.8% +$7.74K 0.1% 160
2021
Q4 		$1.02M Buy
15,948
+2,480
+18% +$155K 0.11% 155
2021
Q3 		$797K Buy
13,468
+1,844
+16% +$111K 0.1% 170
2021
Q2 		$690K Buy
11,624
+3,352
+41% +$194K 0.09% 186
2021
Q1 		$458K Hold
8,272
– – 0.07% 224
2020
Q4 		$427K Sell
8,272
-716
-8% -$34.7K 0.07% 213
2020
Q3 		$396K Buy
8,988
+3,868
+76% +$169K 0.1% 157
2020
Q2 		$209K Buy
+5,120
New +$196K 0.07% 205
2019
Q3 		– Sell
-5,240
Closed -$2.19K – 490
2019
Q2 		$2.19K Buy
+5,240
New +$214K 0.09% 188
2018
Q4 		– Sell
-5,352
Closed -$220K – 197
2018
Q3 		$220K Buy
+5,352
New +$218K 0.09% 153
2018
Q2 		– Sell
-5,596
Closed -$216K – 203
2018
Q1 		$216K Buy
+5,596
New +$220K 0.11% 167

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Meridian Wealth Management's VO Position: Q1 2026 in Review

Meridian Wealth Management increased its Vanguard Mid-Cap ETF (VO) stake by 7.4% in Q1 2026, buying an estimated $250K and bringing the position to 48,572 shares worth $3.49M. The position accounts for 0.12% of the portfolio, ranked #160.

Meridian Wealth Management first reported a position in VO in Q1 2018 and has held it in 25 quarters since. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Meridian Wealth Management held 48,572 shares of Vanguard Mid-Cap ETF worth $3.49M as of Q1 2026.
  • Meridian Wealth Management bought 3,364 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $250K.
  • Vanguard Mid-Cap ETF made up 0.12% of Meridian Wealth Management's portfolio in Q1 2026, its #160 holding.
  • Meridian Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q1 2018 and has held it in 25 quarters since.
  • 2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.