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Meridian Wealth Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Meridian Wealth Partners’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.91M Buy
18,686
+12,788
+217% +$4.57M 0.84% 21
2026
Q1 		$1.89M Buy
5,898
+241
+4% +$80.9K 0.26% 29
2025
Q4 		$1.9M Sell
5,657
-8,198
-59% -$2.73M 0.26% 28
2025
Q3 		$4.55M Hold
13,855
– – 0.63% 24
2025
Q2 		$4.21M Sell
13,855
-67
-0.5% -$18.8K 0.61% 25
2025
Q1 		$3.83M Sell
13,922
-1,110
-7% -$322K 0.61% 24
2024
Q4 		$4.36M Sell
15,032
-7
-0% -$2.04K 0.66% 24
2024
Q3 		$4.26M Buy
15,039
+282
+2% +$76.9K 0.66% 23
2024
Q2 		$3.95M Sell
14,757
-1,311
-8% -$339K 0.7% 21
2024
Q1 		$4.18M Sell
16,068
-220
-1% -$54.4K 0.75% 19
2023
Q4 		$3.86M Sell
16,288
-118
-0.7% -$26.1K 0.74% 19
2023
Q3 		$3.48M Sell
16,406
-180
-1% -$39.8K 0.73% 19
2023
Q2 		$3.65M Sell
16,586
-395
-2% -$82.4K 0.75% 19
2023
Q1 		$3.47M Sell
16,981
-49
-0.3% -$9.81K 0.75% 19
2022
Q4 		$3.26M Sell
17,030
-101
-0.6% -$19.5K 0.75% 19
2022
Q3 		$3.08M Sell
17,131
-109
-0.6% -$21.7K 0.77% 19
2022
Q2 		$3.25M Sell
17,240
-52
-0.3% -$10.7K 0.77% 19
2022
Q1 		$3.94M Buy
17,292
+45
+0.3% +$10.1K 0.83% 19
2021
Q4 		$4.16M Sell
17,247
-231
-1% -$54.5K 0.83% 20
2021
Q3 		$3.88M Sell
17,478
-172
-1% -$39.2K 0.84% 19
2021
Q2 		$3.93M Buy
17,650
+217
+1% +$47.1K 0.92% 17
2021
Q1 		$3.6M Sell
17,433
-272
-2% -$55K 1.08% 16
2020
Q4 		$3.45M Sell
17,705
-336
-2% -$61.4K 1.42% 12
2020
Q3 		$3.07M Sell
18,041
-91
-0.5% -$15.3K 1.55% 11
2020
Q2 		$2.84M Sell
18,132
-625
-3% -$92.2K 1.53% 11
2020
Q1 		$2.42M Buy
18,757
+2,775
+17% +$429K 1.44% 13
2019
Q4 		$2.62M Buy
+15,982
New +$2.5M 1.63% 11

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Meridian Wealth Partners increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 217% in Q2 2026, buying an estimated $4.57M and bringing the position to 18,686 shares worth $6.91M. The position accounts for 0.84% of the portfolio, ranked #21.

Meridian Wealth Partners first reported a position in VTI in Q4 2019 and has held it in 27 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Meridian Wealth Partners held 18,686 shares of Vanguard Morningstar Total Stock Market ETF worth $6.91M as of Q2 2026.
  • Meridian Wealth Partners bought 12,788 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $4.57M.
  • Vanguard Morningstar Total Stock Market ETF made up 0.84% of Meridian Wealth Partners's portfolio in Q2 2026, its #21 holding.
  • Meridian Wealth Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 27 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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