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

Meridian Financial’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	$829K	Sell	9,624 -120	-1%	-$10.1K	0.4%	56
2026 Q1	$709K	Buy	9,744 +48	+0.5%	+$3.73K	0.39%	54
2025 Q4	$788K	Sell	9,696 -306	-3%	-$24.8K	0.43%	51
2025 Q3	$800K	Buy	10,002 +408	+4%	+$31.2K	0.45%	47
2025 Q2	$701K	Buy	9,594 +114	+1%	+$7.5K	0.45%	48
2025 Q1	$586K	Buy	9,480 +96	+1%	+$6.47K	0.41%	48
2024 Q4	$642K	Buy	9,384 +342	+4%	+$23K	0.44%	45
2024 Q3	$579K	Hold	9,042	–	–	0.39%	52
2024 Q2	$564K	Buy	9,042 +1,176	+15%	+$68.6K	0.41%	53
2024 Q1	$451K	Buy	7,866 +234	+3%	+$12.9K	0.34%	57
2023 Q4	$395K	Buy	7,632 +1,332	+21%	+$64.3K	0.31%	62
2023 Q3	$286K	Buy	6,300 +120	+2%	+$5.67K	0.27%	72
2023 Q2	$291K	Hold	6,180	–	–	0.26%	77
2023 Q1	$257K	Hold	6,180	–	–	0.25%	77
2022 Q4	$220K	Buy	+6,180	New	+$227K	0.23%	85
2022 Q2	–	Sell	-5,022	Closed	-$241K	–	98
2022 Q1	$241K	Hold	5,022	–	–	0.25%	79
2021 Q4	$269K	Buy	+5,022	New	+$262K	0.25%	74

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's VUG Position: Q2 2026 in Review

Meridian Financial reduced its Vanguard Morningstar Growth ETF (VUG) stake by 1.2% in Q2 2026, selling an estimated $10.1K and leaving 9,624 shares worth $829K. The position accounts for 0.4% of the portfolio, ranked #56.

Meridian Financial first reported a position in VUG in Q4 2021 and has held it in 17 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Meridian Financial held 9,624 shares of Vanguard Morningstar Growth ETF worth $829K as of Q2 2026.
Meridian Financial sold 120 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $10.1K.
Vanguard Morningstar Growth ETF made up 0.4% of Meridian Financial's portfolio in Q2 2026, its #56 holding.
Meridian Financial first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 17 quarters since.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Meridian Financial's 13F filing for Q2 2026, filed 22 Jul 2026.