Meridian Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Meridian Wealth Advisors’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	$881K	Hold	12,096	–	–	0.12%	100
2025 Q4	$984K	Hold	12,096	–	–	0.14%	91
2025 Q3	$967K	Hold	12,096	–	–	0.14%	85
2025 Q2	$884K	Hold	12,096	–	–	0.14%	88
2025 Q1	$748K	Hold	12,096	–	–	0.13%	86
2024 Q4	$827K	Hold	12,096	–	–	0.14%	86
2024 Q3	$774K	Hold	12,096	–	–	0.13%	88
2024 Q2	$754K	Hold	12,096	–	–	0.13%	91
2024 Q1	$694K	Hold	12,096	–	–	0.13%	94
2023 Q4	$627K	Sell	12,096 -2,016	-14%	-$97.3K	0.14%	96
2023 Q3	$640K	Hold	14,112	–	–	0.16%	94
2023 Q2	$666K	Hold	14,112	–	–	0.16%	94
2023 Q1	$587K	Hold	14,112	–	–	0.15%	102
2022 Q4	$501K	Hold	14,112	–	–	0.13%	112
2022 Q3	$503K	Hold	14,112	–	–	0.14%	111
2022 Q2	$524K	Hold	14,112	–	–	0.14%	117
2022 Q1	$676K	Hold	14,112	–	–	0.16%	109
2021 Q4	$755K	Hold	14,112	–	–	0.18%	100
2021 Q3	$682K	Sell	14,112 -5,040	-26%	-$251K	0.19%	94
2021 Q2	$915K	Hold	19,152	–	–	0.26%	83
2021 Q1	$820K	Hold	19,152	–	–	0.27%	78
2020 Q4	$809K	Hold	19,152	–	–	0.3%	74
2020 Q3	$727K	Buy	+19,152	New	+$707K	0.31%	67

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

Meridian Wealth Advisors's VUG Position: Q1 2026 in Review

Meridian Wealth Advisors held its Vanguard Morningstar Growth ETF (VUG) position steady in Q1 2026 at 12,096 shares worth $881K. The position accounts for 0.12% of the portfolio, ranked #100.

Meridian Wealth Advisors first reported a position in VUG in Q3 2020 and has held it in 23 quarters since. The position peaked at $984K in Q4 2025. 2,722 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Meridian Wealth Advisors held 12,096 shares of Vanguard Morningstar Growth ETF worth $881K as of Q1 2026.
Meridian Wealth Advisors left its Vanguard Morningstar Growth ETF share count unchanged in Q1 2026.
Vanguard Morningstar Growth ETF made up 0.12% of Meridian Wealth Advisors's portfolio in Q1 2026, its #100 holding.
Meridian Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q3 2020 and has held it in 23 quarters since.
Meridian Wealth Advisors's Vanguard Morningstar Growth ETF position peaked at $984K in Q4 2025.
2,722 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Meridian Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.