Meridian Wealth Management’s Vanguard Extended Market ETF VXF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$987K	Sell	4,010 -885	-18%	-$203K	0.03%	384
2026 Q1	$1.01M	Buy	4,895 +89	+2%	+$19K	0.04%	357
2025 Q4	$1M	Sell	4,806 -6	-0.1%	-$1.26K	0.04%	354
2025 Q3	$1.01M	Sell	4,812 -187	-4%	-$37.8K	0.04%	326
2025 Q2	$963K	Sell	4,999 -123	-2%	-$21.8K	0.04%	318
2025 Q1	$882K	Buy	5,122 +380	+8%	+$71.9K	0.04%	312
2024 Q4	$901K	Sell	4,742 -72	-1%	-$13.9K	0.04%	304
2024 Q3	$876K	Buy	+4,814	New	+$842K	0.04%	305
2024 Q1	–	Sell	-4,331	Closed	-$710K	–	567
2023 Q4	$710K	Sell	4,331 -305	-7%	-$44.8K	0.05%	314
2023 Q3	$666K	Buy	4,636 +290	+7%	+$43.5K	0.04%	308
2023 Q2	$647K	Sell	4,346 -156	-3%	-$21.9K	0.05%	277
2023 Q1	$631K	Sell	4,502 -177	-4%	-$25.1K	0.06%	285
2022 Q4	$622K	Sell	4,679 -99	-2%	-$13.4K	0.06%	269
2022 Q3	$607K	Sell	4,778 -15,147	-76%	-$2.14M	0.07%	247
2022 Q2	$2.61M	Buy	19,925 +17,103	+606%	+$2.49M	0.21%	119
2022 Q1	$467K	Hold	2,822	–	–	0.05%	250
2021 Q4	$516K	Buy	+2,822	New	+$531K	0.06%	240

Other funds holding VXF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

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

Meridian Wealth Management reduced its Vanguard Extended Market ETF (VXF) stake by 18% in Q2 2026, selling an estimated $203K and leaving 4,010 shares worth $987K. The position accounts for 0.03% of the portfolio, ranked #384.

Meridian Wealth Management first reported a position in VXF in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.61M in Q2 2022. 1,070 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

Meridian Wealth Management held 4,010 shares of Vanguard Extended Market ETF worth $987K as of Q2 2026.
Meridian Wealth Management sold 885 Vanguard Extended Market ETF shares in Q2 2026, an estimated $203K.
Vanguard Extended Market ETF made up 0.03% of Meridian Wealth Management's portfolio in Q2 2026, its #384 holding.
Meridian Wealth Management first reported a position in Vanguard Extended Market ETF in Q4 2021 and has held it in 17 quarters since.
Meridian Wealth Management's Vanguard Extended Market ETF position peaked at $2.61M in Q2 2022.
1,070 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

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