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Meridian Wealth Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Meridian Wealth Management’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.15M Sell
3,335
-1,215
-27% -$405K 0.04% 359
2026
Q1 		$1.36M Sell
4,550
-158
-3% -$49.4K 0.05% 304
2025
Q4 		$1.48M Sell
4,708
-159
-3% -$49.7K 0.05% 275
2025
Q3 		$1.5M Buy
4,867
+56
+1% +$16.6K 0.06% 261
2025
Q2 		$1.37M Hold
4,811
– – 0.06% 257
2025
Q1 		$1.24M Sell
4,811
-36
-0.7% -$9.75K 0.06% 249
2024
Q4 		$1.31M Buy
4,847
+1
+0% +$271 0.06% 243
2024
Q3 		$1.28M Buy
+4,846
New +$1.23M 0.06% 238
2024
Q1 		– Sell
-3,224
Closed -$703K – 564
2023
Q4 		$703K Buy
3,224
+177
+6% +$36.2K 0.04% 316
2023
Q3 		$596K Sell
3,047
-495
-14% -$101K 0.04% 329
2023
Q2 		$718K Sell
3,542
-274
-7% -$52.5K 0.06% 254
2023
Q1 		$713K Buy
3,816
+234
+7% +$42.6K 0.06% 258
2022
Q4 		$624K Buy
3,582
+68
+2% +$11.9K 0.06% 268
2022
Q3 		$575K Sell
3,514
-796
-18% -$145K 0.06% 256
2022
Q2 		$743K Buy
4,310
+2,421
+128% +$454K 0.06% 283
2022
Q1 		$394K Buy
1,889
+2
+0.1% +$411 0.04% 268
2021
Q4 		$417K Sell
1,887
-19
-1% -$4.07K 0.04% 264
2021
Q3 		$383K Sell
1,906
-18
-0.9% -$3.72K 0.05% 264
2021
Q2 		$386K Buy
1,924
+2
+0.1% +$390 0.05% 269
2021
Q1 		$356K Sell
1,922
-88
-4% -$15.9K 0.05% 260
2020
Q4 		$353K Buy
2,010
+6
+0.3% +$997 0.06% 241
2020
Q3 		$313K Buy
+2,004
New +$309K 0.08% 183
2019
Q3 		– Sell
-941
Closed -$127K – 499
2019
Q2 		$127K Buy
+941
New +$124K 0.05% 255

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Meridian Wealth Management reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 27% in Q2 2026, selling an estimated $405K and leaving 3,335 shares worth $1.15M. The position accounts for 0.04% of the portfolio, ranked #359.

Meridian Wealth Management first reported a position in VV in Q2 2019 and has held it in 23 quarters since. The position peaked at $1.5M in Q3 2025. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Meridian Wealth Management held 3,335 shares of Vanguard Morningstar Large-Cap ETF worth $1.15M as of Q2 2026.
  • Meridian Wealth Management sold 1,215 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $405K.
  • Vanguard Morningstar Large-Cap ETF made up 0.04% of Meridian Wealth Management's portfolio in Q2 2026, its #359 holding.
  • Meridian Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2019 and has held it in 23 quarters since.
  • Meridian Wealth Management's Vanguard Morningstar Large-Cap ETF position peaked at $1.5M in Q3 2025.
  • 1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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