Vanguard Index Funds - Vanguard Total Stock Market ETF
US ˙ ARCA ˙ US9229087690

SecurityVTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
InstitutionMeridian Wealth Management, LLC
Latest Disclosed Ownership55,047 shares
Latest Disclosed Value $ 17,659,772
Meridian Wealth Management, LLC reports 0.89% increase in ownership of VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF

On May 6, 2026 - Meridian Wealth Management, LLC filed a 13F-HR form disclosing ownership of 55,047 shares of Vanguard Index Funds - Vanguard Total Stock Market ETF (US:VTI) valued at $17,659,628 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 54,563 shares of Vanguard Index Funds - Vanguard Total Stock Market ETF. This represents a change in shares of 0.89% during the quarter. The current value of the position is $20,002,979 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-06 2026-03-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 55,047 484 0.89 17,660 -3.47 0.6088
2026-02-04 2025-12-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 54,563 2,402 4.60 18,293 6.87 0.6439
2025-11-04 2025-09-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 52,161 5,392 11.53 17,118 20.42 0.6561
2025-08-08 2025-06-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 46,769 5,002 11.98 14,214 23.83 0.6069
2025-05-12 2025-03-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 41,767 7,289 21.14 11,479 14.88 0.5557
2025-02-06 2024-12-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 34,478 3,591 11.63 9,992 14.25 0.4727
2024-11-12 2024-09-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 30,887 30,887 8,746 0.4299
2024-04-25 2024-03-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 0 -28,651 -100.00 0 -100.00
2024-02-08 2023-12-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 28,651 14,335 100.13 6,797 123.55 0.4340
2023-10-17 2023-09-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 14,316 1,369 10.57 3,041 6.63 0.1863
2023-08-02 2023-06-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 12,947 1,111 9.39 2,852 18.05 0.2404
2023-05-15 2023-03-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 11,836 -14,726 -55.44 2,416 -52.44 0.2107
2023-02-14 2022-12-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 26,562 20,859 365.75 5,078 395.90 0.4972
2022-11-14 2022-09-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 5,703 -1,640 -22.33 1,024 -26.06 0.1102
2022-08-05 2022-06-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 7,343 1,957 36.33 1,385 12.97 0.1133
2022-05-12 2022-03-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 5,386 201 3.88 1,226 -2.08 0.1340
2022-01-27 2021-12-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 5,185 3,150 154.79 1,252 176.99 0.1337
2021-10-15 2021-09-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 2,035 -308 -13.15 452 -13.41 0.0558
2021-07-22 2021-06-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 2,343 -19 -0.80 522 6.97 0.0665
2021-05-07 2021-03-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 2,362 -198 -7.73 488 -2.01 0.0710
2021-01-19 2020-12-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 2,560 -1,044 -28.97 498 -18.76 0.0790
2020-10-09 2020-09-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 3,604 1,527 73.52 613 88.62 0.1503
2020-07-15 2020-06-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 2,077 -244 -10.51 325 8.70 0.1088
2020-04-16 2020-03-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 2,321 87 3.89 299 -18.08 0.1325
2020-01-09 2019-12-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 2,234 7 0.31 365 8.63 0.1755
2019-11-08 2019-09-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 2,227 -258 -10.38 336 -90.99 0.1582
2019-07-19 2019-06-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 2,485 32 1.30 3,730 950.70 0.1510
2019-06-03 2019-03-31 13F/A-1 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2,453 255 11.60 355 26.79 0.1615
2019-05-15 2019-03-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 2,453 255 3,550
2019-02-05 2018-12-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 2,198 -322 -12.78 280 -25.73 0.1649
2018-10-19 2018-09-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 2,520 -409 -13.96 377 -8.27 0.1621
2018-08-06 2018-06-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 2,929 -427 -12.72 411 -9.67 0.1934
2018-05-08 2018-03-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 3,356 -881 -20.79 455 -9.72 0.2269
2018-01-30 2017-12-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 4,237 -19 -0.45 504 0.00 0.3106
2017-10-31 2017-09-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 4,256 985 30.11 504 23.83 0.3195
2017-07-25 2017-06-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 3,271 970 42.16 407 45.88 0.2579
2017-05-17 2017-03-31 13F/A-1 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2,301 369 19.10 279 22.91 0.1672
2017-05-15 2017-03-31 13F VANGUARD VALUE ETF ETF 922908769 803,002 803
2017-02-13 2016-12-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 1,932 1,932 227 0.1800
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.