Meeder Advisory Services’s Vanguard 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 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 $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Meeder Advisory Services's VUG Position: Q1 2026 in Review

Meeder Advisory Services reduced its Vanguard Growth ETF (VUG) stake by 5.8% in Q1 2026, selling an estimated $225K and leaving 46,872 shares worth $3.41M. The position accounts for 0.14% of the portfolio, ranked #98.

Meeder Advisory Services first reported a position in VUG in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.05M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Meeder Advisory Services held 46,872 shares of Vanguard Growth ETF worth $3.41M as of Q1 2026.
Meeder Advisory Services sold 2,898 Vanguard Growth ETF shares in Q1 2026, an estimated $225K.
Vanguard Growth ETF made up 0.14% of Meeder Advisory Services's portfolio in Q1 2026, its #98 holding.
Meeder Advisory Services first reported a position in Vanguard Growth ETF in Q4 2022 and has held it in 14 quarters since.
Meeder Advisory Services's Vanguard Growth ETF position peaked at $4.05M in Q4 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Meeder Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.