Meridian Wealth Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.47M | Sell |
12,515
-1,493
| -11% | -$289K | 0.08% | 226 |
|
|
2026
Q1 | $2.58M | Buy |
14,008
+2,321
| +20% | +$434K | 0.09% | 193 |
|
|
2025
Q4 | $2.07M | Buy |
11,687
+185
| +2% | +$32.4K | 0.07% | 223 |
|
|
2025
Q3 | $2M | Buy |
11,502
+494
| +4% | +$84.1K | 0.08% | 217 |
|
|
2025
Q2 | $1.81M | Sell |
11,008
-1,573
| -13% | -$249K | 0.08% | 217 |
|
|
2025
Q1 | $2.02M | Buy |
12,581
+1,109
| +10% | +$181K | 0.1% | 184 |
|
|
2024
Q4 | $1.85M | Sell |
11,472
-771
| -6% | -$130K | 0.09% | 194 |
|
|
2024
Q3 | $2.05M | Buy |
+12,243
| New | +$1.95M | 0.1% | 177 |
|
|
2024
Q1 | – | Sell |
-11,989
| Closed | -$1.74M | – | 550 |
|
|
2023
Q4 | $1.74M | Sell |
11,989
-125
| -1% | -$16.8K | 0.11% | 181 |
|
|
2023
Q3 | $1.59M | Sell |
12,114
-24
| -0.2% | -$3.32K | 0.1% | 179 |
|
|
2023
Q2 | $1.68M | Sell |
12,138
-319
| -3% | -$42.5K | 0.14% | 137 |
|
|
2023
Q1 | $1.67M | Sell |
12,457
-357
| -3% | -$49.5K | 0.15% | 143 |
|
|
2022
Q4 | $1.73M | Buy |
12,814
+723
| +6% | +$97K | 0.17% | 131 |
|
|
2022
Q3 | $1.47M | Sell |
12,091
-5,625
| -32% | -$761K | 0.16% | 135 |
|
|
2022
Q2 | $2.29M | Buy |
17,716
+11,843
| +202% | +$1.68M | 0.19% | 135 |
|
|
2022
Q1 | $879K | Buy |
5,873
+6
| +0.1% | +$882 | 0.1% | 169 |
|
|
2021
Q4 | $882K | Buy |
5,867
+191
| +3% | +$28K | 0.09% | 167 |
|
|
2021
Q3 | $792K | Sell |
5,676
-391
| -6% | -$55.5K | 0.1% | 173 |
|
|
2021
Q2 | $852K | Buy |
6,067
+567
| +10% | +$80.1K | 0.11% | 161 |
|
|
2021
Q1 | $742K | Buy |
5,500
+115
| +2% | +$14.7K | 0.11% | 165 |
|
|
2020
Q4 | $640K | Buy |
5,385
+98
| +2% | +$11K | 0.1% | 161 |
|
|
2020
Q3 | $535K | Buy |
5,287
+465
| +10% | +$47.1K | 0.13% | 135 |
|
|
2020
Q2 | $461K | Buy |
4,822
+1,429
| +42% | +$131K | 0.15% | 125 |
|
|
2020
Q1 | $275K | Buy |
3,393
+1,516
| +81% | +$163K | 0.12% | 163 |
|
|
2019
Q4 | $223K | Sell |
1,877
-10
| -0.5% | -$1.15K | 0.11% | 184 |
|
|
2019
Q3 | $213K | Sell |
1,887
-241
| -11% | -$26.8K | 0.1% | 188 |
|
|
2019
Q2 | $237K | Buy |
2,128
+73
| +4% | +$7.99K | 0.1% | 179 |
|
|
2019
Q1 | $222K | Buy |
+2,055
| New | +$216K | 0.1% | 173 |
|
|
2018
Q3 | – | Sell |
-2,062
| Closed | -$228K | – | 204 |
|
|
2018
Q2 | $228K | Buy |
2,062
+8
| +0.4% | +$886 | 0.11% | 162 |
|
|
2018
Q1 | $225K | Buy |
+2,054
| New | +$231K | 0.11% | 161 |
|
|
2017
Q3 | – | Sell |
-1,947
| Closed | -$200K | – | 185 |
|
|
2017
Q2 | $200K | Buy |
+1,947
| New | +$199K | 0.13% | 162 |
|
Other funds holding VOE
EWA
Meridian Wealth Management's VOE Position: Q2 2026 in Review
Meridian Wealth Management reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 11% in Q2 2026, selling an estimated $289K and leaving 12,515 shares worth $2.47M. The position accounts for 0.08% of the portfolio, ranked #226.
Meridian Wealth Management first reported a position in VOE in Q2 2017 and has held it in 31 quarters since. The position peaked at $2.58M in Q1 2026. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.
- Meridian Wealth Management held 12,515 shares of Vanguard Morningstar Mid-Cap Value ETF worth $2.47M as of Q2 2026.
- Meridian Wealth Management sold 1,493 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $289K.
- Vanguard Morningstar Mid-Cap Value ETF made up 0.08% of Meridian Wealth Management's portfolio in Q2 2026, its #226 holding.
- Meridian Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2017 and has held it in 31 quarters since.
- Meridian Wealth Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $2.58M in Q1 2026.
- 1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.
Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.