Meeder Advisory Services’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Meeder Advisory Services’s Portfolio VUG Stock Details VUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.62M	Sell	41,982 -4,890	-10%	-$411K	0.13%	104
2026 Q1	$3.41M	Sell	46,872 -2,898	-6%	-$225K	0.14%	98
2025 Q4	$4.05M	Buy	49,770 +456	+0.9%	+$37K	0.17%	87
2025 Q3	$3.94M	Buy	49,314 +12,576	+34%	+$961K	0.18%	81
2025 Q2	$2.68M	Sell	36,738 -17,910	-33%	-$1.18M	0.14%	113
2025 Q1	$3.38M	Buy	54,648 +10,716	+24%	+$723K	0.2%	81
2024 Q4	$3.01M	Buy	43,932 +7,446	+20%	+$500K	0.19%	86
2024 Q3	$2.33M	Buy	36,486 +3,288	+10%	+$204K	0.15%	110
2024 Q2	$2.07M	Buy	33,198 +2,634	+9%	+$154K	0.15%	120
2024 Q1	$1.75M	Sell	30,564 -2,856	-9%	-$157K	0.18%	94
2023 Q4	$1.73M	Buy	33,420 +2,778	+9%	+$134K	0.2%	85
2023 Q3	$1.39M	Buy	30,642 +18,522	+153%	+$875K	0.17%	99
2023 Q2	$572K	Buy	12,120 +2,166	+22%	+$93.9K	0.06%	262
2023 Q1	$414K	Sell	9,954 -1,398	-12%	-$54.4K	0.05%	311
2022 Q4	$403K	Buy	+11,352	New	+$418K	0.05%	297

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Meeder Advisory Services's VUG Position: Q2 2026 in Review

Meeder Advisory Services reduced its Vanguard Morningstar Growth ETF (VUG) stake by 10% in Q2 2026, selling an estimated $411K and leaving 41,982 shares worth $3.62M. The position accounts for 0.13% of the portfolio, ranked #104.

Meeder Advisory Services first reported a position in VUG in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.05M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Meeder Advisory Services held 41,982 shares of Vanguard Morningstar Growth ETF worth $3.62M as of Q2 2026.
Meeder Advisory Services sold 4,890 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $411K.
Vanguard Morningstar Growth ETF made up 0.13% of Meeder Advisory Services's portfolio in Q2 2026, its #104 holding.
Meeder Advisory Services first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 15 quarters since.
Meeder Advisory Services's Vanguard Morningstar Growth ETF position peaked at $4.05M in Q4 2025.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Meeder Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.