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Meridian Investment Counsel’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Meridian Investment Counsel’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
Q3 		$239K Sell
2,651
-403
-13% -$35.3K 0.06% 211
2026
Q2 		$263K Hold
3,054
– – 0.06% 218
2026
Q1 		$222K Hold
3,054
– – 0.05% 226
2025
Q4 		$248K Buy
+3,054
New +$248K 0.06% 211

Other funds holding VUG

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
RWM
Rezny Wealth Management Fort Myers, Florida $582M AUM 25.57% 1-Year Est. Return
Cornerstone Management
Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return

Meridian Investment Counsel's VUG Position: Q3 2026 in Review

Meridian Investment Counsel reduced its Vanguard Morningstar Growth ETF (VUG) stake by 13% in Q3 2026, selling an estimated $35.3K and leaving 2,651 shares worth $239K. The position accounts for 0.06% of the portfolio, ranked #211.

Meridian Investment Counsel first reported a position in VUG in Q4 2025 and has held it in 4 quarters since. The position peaked at $263K in Q2 2026. 569 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Meridian Investment Counsel held 2,651 shares of Vanguard Morningstar Growth ETF worth $239K as of Q3 2026.
  • Meridian Investment Counsel sold 403 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $35.3K.
  • Vanguard Morningstar Growth ETF made up 0.06% of Meridian Investment Counsel's portfolio in Q3 2026, its #211 holding.
  • Meridian Investment Counsel first reported a position in Vanguard Morningstar Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • Meridian Investment Counsel's Vanguard Morningstar Growth ETF position peaked at $263K in Q2 2026.
  • 569 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Meridian Investment Counsel's 13F filing for Q3 2026, filed 14 Oct 2026.