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Meridian Wealth Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Meridian Wealth Partners’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.13M Buy
3,566
+728
+26% +$455K 0.29% 27
2025
Q4 		$1.78M Sell
2,838
-680
-19% -$423K 0.25% 30
2025
Q3 		$2.15M Buy
3,518
+93
+3% +$54.8K 0.3% 30
2025
Q2 		$1.95M Buy
3,425
+2
+0.1% +$1.05K 0.28% 31
2025
Q1 		$1.76M Sell
3,423
-195
-5% -$105K 0.28% 31
2024
Q4 		$1.95M Buy
3,618
+4
+0.1% +$2.17K 0.3% 32
2024
Q3 		$1.91M Buy
3,614
+13
+0.4% +$6.61K 0.3% 30
2024
Q2 		$1.8M Sell
3,601
-158
-4% -$76K 0.32% 28
2024
Q1 		$1.81M Sell
3,759
-26
-0.7% -$11.9K 0.33% 29
2023
Q4 		$1.65M Sell
3,785
-1
-0% -$409 0.32% 28
2023
Q3 		$1.49M Buy
3,786
+1,374
+57% +$562K 0.31% 28
2023
Q2 		$982K Sell
2,412
-59
-2% -$22.8K 0.2% 34
2023
Q1 		$929K Sell
2,471
-114
-4% -$41.8K 0.2% 33
2022
Q4 		$908K Buy
2,585
+135
+6% +$47.7K 0.21% 33
2022
Q3 		$804K Buy
2,450
+82
+3% +$29.9K 0.2% 33
2022
Q2 		$821K Sell
2,368
-10
-0.4% -$3.77K 0.19% 34
2022
Q1 		$987K Sell
2,378
-13
-0.5% -$5.32K 0.21% 36
2021
Q4 		$1.04M Sell
2,391
-43
-2% -$18.2K 0.21% 34
2021
Q3 		$960K Sell
2,434
-23
-0.9% -$9.33K 0.21% 33
2021
Q2 		$967K Buy
2,457
+58
+2% +$22.3K 0.23% 32
2021
Q1 		$874K Buy
2,399
+153
+7% +$54.3K 0.26% 32
2020
Q4 		$772K Sell
2,246
-49
-2% -$16K 0.32% 28
2020
Q3 		$706K Buy
2,295
+208
+10% +$63.4K 0.36% 26
2020
Q2 		$592K Buy
2,087
+1,030
+97% +$277K 0.32% 27
2020
Q1 		$250K Buy
1,057
+163
+18% +$45.7K 0.15% 46
2019
Q4 		$264K Buy
+894
New +$253K 0.16% 46

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

Meridian Wealth Partners increased its Vanguard S&P 500 ETF (VOO) stake by 26% in Q1 2026, buying an estimated $455K and bringing the position to 3,566 shares worth $2.13M. The position accounts for 0.29% of the portfolio, ranked #27.

Meridian Wealth Partners first reported a position in VOO in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.15M in Q3 2025. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Meridian Wealth Partners held 3,566 shares of Vanguard S&P 500 ETF worth $2.13M as of Q1 2026.
  • Meridian Wealth Partners bought 728 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $455K.
  • Vanguard S&P 500 ETF made up 0.29% of Meridian Wealth Partners's portfolio in Q1 2026, its #27 holding.
  • Meridian Wealth Partners first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 26 quarters since.
  • Meridian Wealth Partners's Vanguard S&P 500 ETF position peaked at $2.15M in Q3 2025.
  • 3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

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