Meridian Financial Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Meridian Financial Partners’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	$483K	Sell	5,501 -1	-0%	-$84	0.16%	81
2026 Q1	$408K	Sell	5,502 -60	-1%	-$4.67K	0.16%	84
2025 Q4	$442K	Sell	5,562 -552	-9%	-$44.8K	0.17%	75
2025 Q3	$496K	Buy	6,114 +846	+16%	+$64.6K	0.21%	72
2025 Q2	$385K	Buy	5,268 +870	+20%	+$57.3K	0.18%	78
2025 Q1	$272K	Sell	4,398 -954	-18%	-$64.3K	0.14%	90
2024 Q4	$366K	Buy	+5,352	New	+$360K	0.19%	73

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

Meridian Financial Partners's VUG Position: Q2 2026 in Review

Meridian Financial Partners reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.02% in Q2 2026, selling an estimated $84 and leaving 5,501 shares worth $483K. The position accounts for 0.16% of the portfolio, ranked #81.

Meridian Financial Partners first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. The position peaked at $496K in Q3 2025. 2,885 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Meridian Financial Partners held 5,501 shares of Vanguard Morningstar Growth ETF worth $483K as of Q2 2026.
Meridian Financial Partners sold 1 Vanguard Morningstar Growth ETF share in Q2 2026, an estimated $84.
Vanguard Morningstar Growth ETF made up 0.16% of Meridian Financial Partners's portfolio in Q2 2026, its #81 holding.
Meridian Financial Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
Meridian Financial Partners's Vanguard Morningstar Growth ETF position peaked at $496K in Q3 2025.
2,885 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Meridian Financial Partners's 13F filing for Q2 2026, filed 24 Jul 2026.