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Meridian Wealth Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Meridian Wealth Partners’s Portfolio VIG Stock Details VIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$615K Buy
2,600
+2
+0.1% +$459 0.07% 60
2026
Q1 		$559K Buy
2,598
+2
+0.1% +$446 0.08% 59
2025
Q4 		$571K Buy
2,596
+522
+25% +$114K 0.08% 55
2025
Q3 		$448K Sell
2,074
-221
-10% -$46.4K 0.06% 67
2025
Q2 		$470K Sell
2,295
-267
-10% -$51.7K 0.07% 68
2025
Q1 		$497K Sell
2,562
-339
-12% -$67.4K 0.08% 60
2024
Q4 		$568K Sell
2,901
-437
-13% -$87.2K 0.09% 55
2024
Q3 		$661K Sell
3,338
-33
-1% -$6.28K 0.1% 51
2024
Q2 		$615K Hold
3,371
– – 0.11% 49
2024
Q1 		$616K Sell
3,371
-326
-9% -$57.3K 0.11% 46
2023
Q4 		$630K Sell
3,697
-11
-0.3% -$1.77K 0.12% 45
2023
Q3 		$576K Buy
3,708
+352
+10% +$57.1K 0.12% 43
2023
Q2 		$545K Hold
3,356
– – 0.11% 44
2023
Q1 		$517K Sell
3,356
-50
-1% -$7.66K 0.11% 45
2022
Q4 		$517K Hold
3,406
– – 0.12% 41
2022
Q3 		$460K Hold
3,406
– – 0.12% 44
2022
Q2 		$489K Hold
3,406
– – 0.12% 44
2022
Q1 		$553K Buy
3,406
+1,350
+66% +$218K 0.12% 47
2021
Q4 		$353K Buy
2,056
+70
+4% +$11.5K 0.07% 56
2021
Q3 		$305K Hold
1,986
– – 0.07% 55
2021
Q2 		$307K Hold
1,986
– – 0.07% 53
2021
Q1 		$292K Buy
1,986
+651
+49% +$92.6K 0.09% 57
2020
Q4 		$188K Hold
1,335
– – 0.08% 66
2020
Q3 		$172K Hold
1,335
– – 0.09% 63
2020
Q2 		$156K Hold
1,335
– – 0.08% 67
2020
Q1 		$138K Hold
1,335
– – 0.08% 69
2019
Q4 		$166K Buy
+1,335
New +$162K 0.1% 68

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Meridian Wealth Partners's VIG Position: Q2 2026 in Review

Meridian Wealth Partners increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.08% in Q2 2026, buying an estimated $459 and bringing the position to 2,600 shares worth $615K. The position accounts for 0.07% of the portfolio, ranked #60.

Meridian Wealth Partners first reported a position in VIG in Q4 2019 and has held it in 27 quarters since. The position peaked at $661K in Q3 2024. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Meridian Wealth Partners held 2,600 shares of Vanguard Dividend Appreciation ETF worth $615K as of Q2 2026.
  • Meridian Wealth Partners bought 2 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $459.
  • Vanguard Dividend Appreciation ETF made up 0.07% of Meridian Wealth Partners's portfolio in Q2 2026, its #60 holding.
  • Meridian Wealth Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 27 quarters since.
  • Meridian Wealth Partners's Vanguard Dividend Appreciation ETF position peaked at $661K in Q3 2024.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Meridian Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.