Meridian Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$19.6M	Buy	32,764 +2,973	+10%	+$1.86M	0.69%	27
2025 Q4	$18.7M	Buy	29,791 +1,001	+3%	+$622K	0.66%	29
2025 Q3	$17.6M	Sell	28,790 -920	-3%	-$542K	0.68%	26
2025 Q2	$16.9M	Buy	29,710 +1,304	+5%	+$685K	0.72%	23
2025 Q1	$14.6M	Sell	28,406 -806	-3%	-$436K	0.71%	22
2024 Q4	$15.7M	Sell	29,212 -332	-1%	-$180K	0.74%	21
2024 Q3	$15.6M	Buy	+29,544	New	+$15M	0.77%	20
2024 Q1	–	Sell	-25,708	Closed	-$11.2M	–	551
2023 Q4	$11.2M	Buy	25,708 +11,410	+80%	+$4.67M	0.72%	23
2023 Q3	$5.61M	Buy	14,298 +656	+5%	+$268K	0.34%	57
2023 Q2	$5.56M	Sell	13,642 -155	-1%	-$59.8K	0.47%	35
2023 Q1	$5.19M	Sell	13,797 -725	-5%	-$266K	0.45%	40
2022 Q4	$5.1M	Sell	14,522 -6,946	-32%	-$2.45M	0.5%	37
2022 Q3	$7.05M	Buy	21,468 +6,100	+40%	+$2.23M	0.76%	20
2022 Q2	$5.33M	Sell	15,368 -4,228	-22%	-$1.59M	0.44%	49
2022 Q1	$8.13M	Buy	19,596 +7,065	+56%	+$2.89M	0.89%	20
2021 Q4	$5.47M	Buy	12,531 +1,637	+15%	+$691K	0.58%	29
2021 Q3	$4.3M	Sell	10,894 -1,260	-10%	-$511K	0.53%	36
2021 Q2	$4.78M	Buy	12,154 +4,360	+56%	+$1.67M	0.61%	31
2021 Q1	$2.84M	Buy	7,794 +4,048	+108%	+$1.44M	0.41%	52
2020 Q4	$1.29M	Buy	3,746 +959	+34%	+$313K	0.2%	95
2020 Q3	$857K	Buy	2,787 +1,526	+121%	+$465K	0.21%	94
2020 Q2	$357K	Buy	1,261 +31	+3%	+$8.34K	0.12%	146
2020 Q1	$291K	Sell	1,230 -1,004	-45%	-$281K	0.13%	154
2019 Q4	$660K	Sell	2,234 -320	-13%	-$90.5K	0.32%	64
2019 Q3	$696K	Buy	2,554 +274	+12%	+$74.4K	0.33%	58
2019 Q2	$6.14K	Buy	2,280 +459	+25%	+$121K	0.25%	64
2019 Q1	$473K	Sell	1,821 -52	-3%	-$13K	0.22%	87
2018 Q4	$430K	Buy	1,873 +910	+94%	+$225K	0.25%	77
2018 Q3	$257K	Sell	963 -1,896	-66%	-$496K	0.11%	141
2018 Q2	$585K	Buy	+2,859	New	+$710K	0.28%	69
2018 Q1	–	Sell	-1,201	Closed	-$287K	–	203
2017 Q4	$287K	Buy	1,201 +50	+4%	+$11.9K	0.18%	130
2017 Q3	$266K	Buy	1,151 +81	+8%	+$18.3K	0.17%	133
2017 Q2	$238K	Buy	1,070 +61	+6%	+$13.4K	0.15%	143
2017 Q1	$218K	Buy	+1,009	New	+$215K	0.13%	153

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

Meridian Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 10% in Q1 2026, buying an estimated $1.86M and bringing the position to 32,764 shares worth $19.6M. The position accounts for 0.69% of the portfolio, ranked #27.

Meridian Wealth Management first reported a position in VOO in Q1 2017 and has held it in 34 quarters since. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Meridian Wealth Management held 32,764 shares of Vanguard S&P 500 ETF worth $19.6M as of Q1 2026.
Meridian Wealth Management bought 2,973 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $1.86M.
Vanguard S&P 500 ETF made up 0.69% of Meridian Wealth Management's portfolio in Q1 2026, its #27 holding.
Meridian Wealth Management first reported a position in Vanguard S&P 500 ETF in Q1 2017 and has held it in 34 quarters since.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

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