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Meridian Wealth Partners’s Vanguard Morningstar Value ETF VTV Stock Holding History

Meridian Wealth Partners’s Portfolio VTV Stock Details VTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$654K Buy
3,001
+42
+1% +$8.77K 0.08% 58
2026
Q1 		$581K Sell
2,959
-226
-7% -$45.3K 0.08% 57
2025
Q4 		$608K Sell
3,185
-252
-7% -$47.4K 0.08% 52
2025
Q3 		$641K Buy
3,437
+1,418
+70% +$257K 0.09% 50
2025
Q2 		$357K Buy
2,019
+114
+6% +$19.3K 0.05% 86
2025
Q1 		$329K Sell
1,905
-382
-17% -$66.6K 0.05% 79
2024
Q4 		$387K Buy
2,287
+622
+37% +$109K 0.06% 73
2024
Q3 		$291K Buy
1,665
+158
+10% +$26.5K 0.05% 84
2024
Q2 		$242K Buy
1,507
+128
+9% +$20.5K 0.04% 93
2024
Q1 		$225K Hold
1,379
– – 0.04% 93
2023
Q4 		$206K Buy
+1,379
New +$194K 0.04% 98
2021
Q2 		– Sell
-692
Closed -$91K – 1241
2021
Q1 		$91K Buy
692
+47
+7% +$5.89K 0.03% 119
2020
Q4 		$77K Buy
645
+8
+1% +$900 0.03% 113
2020
Q3 		$67K Sell
637
-156
-20% -$16.3K 0.03% 109
2020
Q2 		$79K Sell
793
-125
-14% -$12.3K 0.04% 103
2020
Q1 		$82K Buy
918
+457
+99% +$50.1K 0.05% 98
2019
Q4 		$55K Buy
+461
New +$53.2K 0.03% 126

Other funds holding VTV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Meridian Wealth Partners increased its Vanguard Morningstar Value ETF (VTV) stake by 1.4% in Q2 2026, buying an estimated $8.77K and bringing the position to 3,001 shares worth $654K. The position accounts for 0.08% of the portfolio, ranked #58.

Meridian Wealth Partners first reported a position in VTV in Q4 2019 and has held it in 17 quarters since. 2,796 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Meridian Wealth Partners held 3,001 shares of Vanguard Morningstar Value ETF worth $654K as of Q2 2026.
  • Meridian Wealth Partners bought 42 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $8.77K.
  • Vanguard Morningstar Value ETF made up 0.08% of Meridian Wealth Partners's portfolio in Q2 2026, its #58 holding.
  • Meridian Wealth Partners first reported a position in Vanguard Morningstar Value ETF in Q4 2019 and has held it in 17 quarters since.
  • 2,796 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

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