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Meridian Wealth Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Meridian Wealth Management’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.16M Sell
7,092
-834
-11% -$241K 0.07% 243
2026
Q1 		$2.05M Sell
7,926
-12,883
-62% -$3.54M 0.07% 229
2025
Q4 		$5.81M Sell
20,809
-374
-2% -$107K 0.2% 95
2025
Q3 		$6.19M Buy
21,183
+419
+2% +$121K 0.24% 85
2025
Q2 		$5.9M Sell
20,764
-1,836
-8% -$473K 0.25% 92
2025
Q1 		$5.53M Buy
22,600
+662
+3% +$172K 0.27% 87
2024
Q4 		$5.56M Buy
21,938
+324
+1% +$83.4K 0.26% 82
2024
Q3 		$5.26M Buy
+21,614
New +$5.03M 0.26% 83
2024
Q1 		– Sell
-6,842
Closed -$1.5M – 553
2023
Q4 		$1.5M Buy
6,842
+32
+0.5% +$6.4K 0.1% 202
2023
Q3 		$1.33M Sell
6,810
-253
-4% -$51.7K 0.08% 202
2023
Q2 		$1.45M Buy
7,063
+275
+4% +$53.3K 0.12% 151
2023
Q1 		$1.32M Buy
6,788
+89
+1% +$17K 0.12% 166
2022
Q4 		$1.2M Sell
6,699
-409
-6% -$74.1K 0.12% 166
2022
Q3 		$1.21M Sell
7,108
-3,852
-35% -$729K 0.13% 161
2022
Q2 		$1.92M Buy
10,960
+6,513
+146% +$1.26M 0.16% 151
2022
Q1 		$991K Sell
4,447
-133
-3% -$29.4K 0.11% 156
2021
Q4 		$1.17M Sell
4,580
-45
-1% -$11.3K 0.12% 141
2021
Q3 		$1.09M Sell
4,625
-3
-0.1% -$726 0.13% 142
2021
Q2 		$1.09M Sell
4,628
-35
-0.8% -$7.85K 0.14% 139
2021
Q1 		$1M Buy
4,663
+404
+9% +$87.6K 0.15% 137
2020
Q4 		$903K Sell
4,259
-122
-3% -$24K 0.14% 126
2020
Q3 		$789K Buy
4,381
+234
+6% +$41.3K 0.19% 99
2020
Q2 		$684K Buy
4,147
+180
+5% +$27.2K 0.23% 97
2020
Q1 		$502K Buy
3,967
+585
+17% +$88.8K 0.22% 101
2019
Q4 		$536K Buy
+3,382
New +$516K 0.26% 78
2019
Q3 		– Sell
-931
Closed -$139K – 493
2019
Q2 		$139K Buy
+931
New +$136K 0.06% 247

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Meridian Wealth Management reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 11% in Q2 2026, selling an estimated $241K and leaving 7,092 shares worth $2.16M. The position accounts for 0.07% of the portfolio, ranked #243.

Meridian Wealth Management first reported a position in VOT in Q2 2019 and has held it in 26 quarters since. The position peaked at $6.19M in Q3 2025. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Meridian Wealth Management held 7,092 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $2.16M as of Q2 2026.
  • Meridian Wealth Management sold 834 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $241K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.07% of Meridian Wealth Management's portfolio in Q2 2026, its #243 holding.
  • Meridian Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2019 and has held it in 26 quarters since.
  • Meridian Wealth Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $6.19M in Q3 2025.
  • 1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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