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Meridian Wealth Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Meridian Wealth Partners’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$623K Buy
7,738
+254
+3% +$19.7K 0.08% 59
2026
Q1 		$537K Hold
7,484
– – 0.07% 62
2025
Q4 		$543K Buy
7,484
+432
+6% +$31.4K 0.07% 58
2025
Q3 		$518K Buy
7,052
+20
+0.3% +$1.44K 0.07% 56
2025
Q2 		$492K Buy
7,032
+20
+0.3% +$1.31K 0.07% 64
2025
Q1 		$453K Sell
7,012
-748
-10% -$50.2K 0.07% 62
2024
Q4 		$512K Sell
7,760
-252
-3% -$17.1K 0.08% 60
2024
Q3 		$528K Sell
8,012
-84
-1% -$5.27K 0.08% 58
2024
Q2 		$490K Sell
8,096
-676
-8% -$41.1K 0.09% 54
2024
Q1 		$548K Sell
8,772
-164
-2% -$9.69K 0.1% 50
2023
Q4 		$520K Buy
8,936
+32
+0.4% +$1.71K 0.1% 53
2023
Q3 		$464K Buy
8,904
+3,356
+60% +$184K 0.1% 51
2023
Q2 		$305K Sell
5,548
-256
-4% -$13.4K 0.06% 68
2023
Q1 		$306K Sell
5,804
-784
-12% -$41.7K 0.07% 66
2022
Q4 		$336K Sell
6,588
-516
-7% -$26.3K 0.08% 56
2022
Q3 		$334K Buy
7,104
+936
+15% +$48.9K 0.08% 55
2022
Q2 		$304K Sell
6,168
-52
-0.8% -$2.81K 0.07% 57
2022
Q1 		$370K Buy
6,220
+80
+1% +$4.69K 0.08% 54
2021
Q4 		$391K Sell
6,140
-172
-3% -$10.8K 0.08% 51
2021
Q3 		$374K Sell
6,312
-76
-1% -$4.59K 0.08% 48
2021
Q2 		$379K Buy
6,388
+372
+6% +$21.6K 0.09% 47
2021
Q1 		$333K Sell
6,016
-192
-3% -$10.4K 0.1% 47
2020
Q4 		$321K Sell
6,208
-308
-5% -$14.9K 0.13% 45
2020
Q3 		$287K Buy
6,516
+628
+11% +$27.4K 0.14% 45
2020
Q2 		$241K Buy
5,888
+1,628
+38% +$62.4K 0.13% 49
2020
Q1 		$140K Sell
4,260
-16
-0.4% -$663 0.08% 67
2019
Q4 		$190K Buy
+4,276
New +$184K 0.12% 62

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Meridian Wealth Partners increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.4% in Q2 2026, buying an estimated $19.7K and bringing the position to 7,738 shares worth $623K. The position accounts for 0.08% of the portfolio, ranked #59.

Meridian Wealth Partners first reported a position in VO in Q4 2019 and has held it in 27 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Meridian Wealth Partners held 7,738 shares of Vanguard Morningstar Mid-Cap ETF worth $623K as of Q2 2026.
  • Meridian Wealth Partners bought 254 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $19.7K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.08% of Meridian Wealth Partners's portfolio in Q2 2026, its #59 holding.
  • Meridian Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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