Meridian Wealth Management’s Vanguard Morningstar 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 Q2	$3.46M	Sell	42,954 -5,618	-12%	-$436K	0.11%	181
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	-$219K	–	490
2019 Q2	$219K	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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Meridian Wealth Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 12% in Q2 2026, selling an estimated $436K and leaving 42,954 shares worth $3.46M. The position accounts for 0.11% of the portfolio, ranked #181.

Meridian Wealth Management first reported a position in VO in Q1 2018 and has held it in 26 quarters since. The position peaked at $3.49M in Q1 2026. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Meridian Wealth Management held 42,954 shares of Vanguard Morningstar Mid-Cap ETF worth $3.46M as of Q2 2026.
Meridian Wealth Management sold 5,618 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $436K.
Vanguard Morningstar Mid-Cap ETF made up 0.11% of Meridian Wealth Management's portfolio in Q2 2026, its #181 holding.
Meridian Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2018 and has held it in 26 quarters since.
Meridian Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $3.49M in Q1 2026.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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