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Meridian Wealth Partners’s Vanguard 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
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

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Meridian Wealth Partners's VO Position: Q1 2026 in Review

Meridian Wealth Partners held its Vanguard Mid-Cap ETF (VO) position steady in Q1 2026 at 7,484 shares worth $537K. The position accounts for 0.07% of the portfolio, ranked #62.

Meridian Wealth Partners first reported a position in VO in Q4 2019 and has held it in 26 quarters since. The position peaked at $548K in Q1 2024. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Meridian Wealth Partners held 7,484 shares of Vanguard Mid-Cap ETF worth $537K as of Q1 2026.
  • Meridian Wealth Partners left its Vanguard Mid-Cap ETF share count unchanged in Q1 2026.
  • Vanguard Mid-Cap ETF made up 0.07% of Meridian Wealth Partners's portfolio in Q1 2026, its #62 holding.
  • Meridian Wealth Partners first reported a position in Vanguard Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • Meridian Wealth Partners's Vanguard Mid-Cap ETF position peaked at $548K in Q1 2024.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Meridian Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.