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Meridian Wealth Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Meridian Wealth Management’s Portfolio VTWO Stock Details VTWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$375K Sell
3,088
-545
-15% -$61.9K 0.01% 623
2026
Q1 		$364K Buy
3,633
+393
+12% +$41K 0.01% 605
2025
Q4 		$322K Buy
3,240
+202
+7% +$20.1K 0.01% 598
2025
Q3 		$297K Sell
3,038
-6
-0.2% -$557 0.01% 580
2025
Q2 		$266K Sell
3,044
-369
-11% -$30K 0.01% 580
2025
Q1 		$275K Buy
3,413
+1,155
+51% +$101K 0.01% 534
2024
Q4 		$202K Buy
2,258
+1
+0% +$92 0.01% 602
2024
Q3 		$202K Buy
+2,257
New +$195K 0.01% 609

Other funds holding VTWO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

Meridian Wealth Management reduced its Vanguard Russell 2000 ETF (VTWO) stake by 15% in Q2 2026, selling an estimated $61.9K and leaving 3,088 shares worth $375K. The position accounts for 0.01% of the portfolio, ranked #623.

Meridian Wealth Management first reported a position in VTWO in Q3 2024 and has held it in 8 quarters since. 466 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • Meridian Wealth Management held 3,088 shares of Vanguard Russell 2000 ETF worth $375K as of Q2 2026.
  • Meridian Wealth Management sold 545 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $61.9K.
  • Vanguard Russell 2000 ETF made up 0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #623 holding.
  • Meridian Wealth Management first reported a position in Vanguard Russell 2000 ETF in Q3 2024 and has held it in 8 quarters since.
  • 466 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

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