Meridian Wealth Management’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Meridian Wealth Management’s Portfolio IVOG Stock Details IVOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$510K	Sell	4,078 -492	-11%	-$62.8K	0.02%	510
2025 Q4	$549K	Buy	4,570 +120	+3%	+$14.4K	0.02%	484
2025 Q3	$532K	Hold	4,450	–	–	0.02%	457
2025 Q2	$503K	Buy	4,450 +7	+0.2%	+$744	0.02%	443
2025 Q1	$458K	Buy	4,443 +1	+0%	+$112	0.02%	429
2024 Q4	$501K	Sell	4,442 -1,121	-20%	-$132K	0.02%	405
2024 Q3	$638K	Buy	+5,563	New	+$619K	0.03%	368
2024 Q1	–	Sell	-5,731	Closed	-$563K	–	350
2023 Q4	$563K	Buy	5,731 +63	+1%	+$5.77K	0.04%	361
2023 Q3	$512K	Sell	5,668 -58	-1%	-$5.45K	0.03%	364
2023 Q2	$535K	Sell	5,726 -5	-0.1%	-$444	0.05%	311
2023 Q1	$509K	Buy	5,731 +81	+1%	+$7.17K	0.04%	315
2022 Q4	$478K	Buy	5,650 +58	+1%	+$4.97K	0.05%	314
2022 Q3	$440K	Hold	5,592	–	–	0.05%	297
2022 Q2	$442K	Buy	5,592 +76	+1%	+$6.63K	0.04%	375
2022 Q1	$531K	Hold	5,516	–	–	0.06%	232
2021 Q4	$583K	Buy	5,516 +144	+3%	+$15K	0.06%	223
2021 Q3	$529K	Buy	5,372 +40	+0.8%	+$4.03K	0.07%	213
2021 Q2	$535K	Buy	5,332 +734	+16%	+$73K	0.07%	215
2021 Q1	$447K	Buy	4,598 +146	+3%	+$13.9K	0.07%	226
2020 Q4	$398K	Buy	4,452 +340	+8%	+$28.2K	0.06%	222
2020 Q3	$306K	Buy	4,112 +112	+3%	+$8.27K	0.08%	184
2020 Q2	$278K	Buy	+4,000	New	+$257K	0.09%	170
2020 Q1	–	Sell	-3,274	Closed	-$240K	–	227
2019 Q4	$240K	Buy	3,274 +42	+1%	+$2.99K	0.12%	174
2019 Q3	$225K	Hold	3,232	–	–	0.11%	180
2019 Q2	$2.27K	Buy	3,232 +8	+0.2%	+$549	0.09%	184
2019 Q1	$218K	Buy	+3,224	New	+$210K	0.1%	175
2018 Q3	–	Sell	-3,222	Closed	-$224K	–	179
2018 Q2	$224K	Buy	3,222 +6	+0.2%	+$415	0.11%	166
2018 Q1	$217K	Buy	3,216 +216	+7%	+$14.7K	0.11%	164
2017 Q4	$201K	Buy	+3,000	New	+$196K	0.12%	166

Other funds holding IVOG

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

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

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

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

GFP

Gryphon Financial Partners Columbus, Ohio $976M AUM 23.05% 1-Year Est. Return

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

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

Meridian Wealth Management's IVOG Position: Q1 2026 in Review

Meridian Wealth Management reduced its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 11% in Q1 2026, selling an estimated $62.8K and leaving 4,078 shares worth $510K. The position accounts for 0.02% of the portfolio, ranked #510.

Meridian Wealth Management first reported a position in IVOG in Q4 2017 and has held it in 29 quarters since. The position peaked at $638K in Q3 2024. 178 funds tracked by Wall St. Rank hold IVOG as of Q1 2026.

Meridian Wealth Management held 4,078 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $510K as of Q1 2026.
Meridian Wealth Management sold 492 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $62.8K.
Vanguard S&P Mid-Cap 400 Growth ETF made up 0.02% of Meridian Wealth Management's portfolio in Q1 2026, its #510 holding.
Meridian Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2017 and has held it in 29 quarters since.
Meridian Wealth Management's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $638K in Q3 2024.
178 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.