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Meridian Wealth Partners’s Vanguard 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
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 $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

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

Meridian Wealth Partners reduced its Vanguard Value ETF (VTV) stake by 7.1% in Q1 2026, selling an estimated $45.3K and leaving 2,959 shares worth $581K. The position accounts for 0.08% of the portfolio, ranked #57.

Meridian Wealth Partners first reported a position in VTV in Q4 2019 and has held it in 16 quarters since. The position peaked at $641K in Q3 2025. 2,697 funds tracked by Wall St. Rank hold VTV as of Q1 2026.

  • Meridian Wealth Partners held 2,959 shares of Vanguard Value ETF worth $581K as of Q1 2026.
  • Meridian Wealth Partners sold 226 Vanguard Value ETF shares in Q1 2026, an estimated $45.3K.
  • Vanguard Value ETF made up 0.08% of Meridian Wealth Partners's portfolio in Q1 2026, its #57 holding.
  • Meridian Wealth Partners first reported a position in Vanguard Value ETF in Q4 2019 and has held it in 16 quarters since.
  • Meridian Wealth Partners's Vanguard Value ETF position peaked at $641K in Q3 2025.
  • 2,697 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q1 2026.

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