Meridian Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$20.8M	Buy	56,076 +1,029	+2%	+$368K	0.64%	29
2026 Q1	$17.7M	Buy	55,047 +484	+0.9%	+$162K	0.62%	31
2025 Q4	$18.3M	Buy	54,563 +2,402	+5%	+$799K	0.64%	32
2025 Q3	$17.1M	Buy	52,161 +5,392	+12%	+$1.7M	0.66%	28
2025 Q2	$14.2M	Buy	46,769 +5,002	+12%	+$1.41M	0.61%	30
2025 Q1	$11.5M	Buy	41,767 +7,289	+21%	+$2.12M	0.56%	38
2024 Q4	$9.99M	Buy	34,478 +3,591	+12%	+$1.05M	0.47%	46
2024 Q3	$8.75M	Buy	+30,887	New	+$8.42M	0.43%	51
2024 Q1	–	Sell	-28,651	Closed	-$6.8M	–	560
2023 Q4	$6.8M	Buy	28,651 +14,335	+100%	+$3.17M	0.43%	49
2023 Q3	$3.04M	Buy	14,316 +1,369	+11%	+$303K	0.19%	107
2023 Q2	$2.85M	Buy	12,947 +1,111	+9%	+$232K	0.24%	88
2023 Q1	$2.42M	Sell	11,836 -14,726	-55%	-$2.95M	0.21%	109
2022 Q4	$5.08M	Buy	26,562 +20,859	+366%	+$4.02M	0.5%	38
2022 Q3	$1.02M	Sell	5,703 -1,640	-22%	-$327K	0.11%	181
2022 Q2	$1.39M	Buy	7,343 +1,957	+36%	+$402K	0.11%	195
2022 Q1	$1.23M	Buy	5,386 +201	+4%	+$45.2K	0.13%	137
2021 Q4	$1.25M	Buy	5,185 +3,150	+155%	+$744K	0.13%	138
2021 Q3	$452K	Sell	2,035 -308	-13%	-$70.2K	0.06%	241
2021 Q2	$522K	Sell	2,343 -19	-0.8%	-$4.12K	0.07%	218
2021 Q1	$488K	Sell	2,362 -198	-8%	-$40.1K	0.07%	213
2020 Q4	$498K	Sell	2,560 -1,044	-29%	-$191K	0.08%	189
2020 Q3	$613K	Buy	3,604 +1,527	+74%	+$257K	0.15%	129
2020 Q2	$325K	Sell	2,077 -244	-11%	-$36K	0.11%	154
2020 Q1	$299K	Buy	2,321 +87	+4%	+$13.5K	0.13%	152
2019 Q4	$365K	Buy	2,234 +7	+0.3%	+$1.1K	0.18%	129
2019 Q3	$336K	Sell	2,227 -258	-10%	-$38.9K	0.16%	132
2019 Q2	$3.73K	Buy	2,485 +32	+1%	+$4.71K	0.15%	118
2019 Q1	$355K	Buy	2,453 +255	+12%	+$35.6K	0.16%	118
2018 Q4	$280K	Sell	2,198 -322	-13%	-$44.5K	0.16%	120
2018 Q3	$377K	Sell	2,520 -409	-14%	-$60.2K	0.16%	111
2018 Q2	$411K	Sell	2,929 -427	-13%	-$59.6K	0.19%	109
2018 Q1	$455K	Sell	3,356 -881	-21%	-$124K	0.23%	86
2017 Q4	$504K	Sell	4,237 -19	-0.4%	-$2.54K	0.31%	76
2017 Q3	$504K	Buy	4,256 +985	+30%	+$125K	0.32%	76
2017 Q2	$407K	Buy	3,271 +970	+42%	+$120K	0.26%	91
2017 Q1	$279K	Buy	2,301 +369	+19%	+$44.2K	0.17%	129
2016 Q4	$227K	Buy	+1,932	New	+$217K	0.18%	114

Other funds holding VTI

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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

NBS

Narodna banka Slovenska Bratislava $3.49B AUM

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

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

Meridian Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.9% in Q2 2026, buying an estimated $368K and bringing the position to 56,076 shares worth $20.8M. The position accounts for 0.64% of the portfolio, ranked #29.

Meridian Wealth Management first reported a position in VTI in Q4 2016 and has held it in 37 quarters since. 2,634 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Meridian Wealth Management held 56,076 shares of Vanguard Morningstar Total Stock Market ETF worth $20.8M as of Q2 2026.
Meridian Wealth Management bought 1,029 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $368K.
Vanguard Morningstar Total Stock Market ETF made up 0.64% of Meridian Wealth Management's portfolio in Q2 2026, its #29 holding.
Meridian Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2016 and has held it in 37 quarters since.
2,634 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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