Meridian Wealth Management
IVOG icon

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
Q3 		$546K Sell
3,999
-38
-0.9% -$5.37K 0.02% 516
2026
Q2 		$591K Sell
4,037
-41
-1% -$5.66K 0.02% 503
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% +$6.62K 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 		$227K 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

Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Gryphon Financial Partners
Gryphon Financial Partners Columbus, Ohio $1.16B AUM 23.33% 1-Year Est. Return
Stordahl Capital Management
Stordahl Capital Management Greenwood Village, Colorado $542M AUM 12.15% 1-Year Est. Return
LJI Wealth Management
LJI Wealth Management Indianapolis, Indiana $712M AUM 13.75% 1-Year Est. Return
Baron Wealth Management
Baron Wealth Management Troy, Michigan $389M AUM 21.95% 1-Year Est. Return
Harper Investing
Harper Investing Santa Clara, California $323M AUM 15.37% 1-Year Est. Return
Clark Financial Services Group
Clark Financial Services Group Chesterfield, Missouri $214M AUM 30.71% 1-Year Est. Return
Stephen J. Garry & Associates
Stephen J. Garry & Associates Garden City, New York $123M AUM 12.34% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Meridian Wealth Management's IVOG Position: Q3 2026 in Review

Meridian Wealth Management reduced its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 0.94% in Q3 2026, selling an estimated $5.37K and leaving 3,999 shares worth $546K. The position accounts for 0.02% of the portfolio, ranked #516.

Meridian Wealth Management first reported a position in IVOG in Q4 2017 and has held it in 31 quarters since. The position peaked at $638K in Q3 2024. 97 funds tracked by Wall St. Rank hold IVOG as of Q3 2026.

  • Meridian Wealth Management held 3,999 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $546K as of Q3 2026.
  • Meridian Wealth Management sold 38 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q3 2026, an estimated $5.37K.
  • Vanguard S&P Mid-Cap 400 Growth ETF made up 0.02% of Meridian Wealth Management's portfolio in Q3 2026, its #516 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 31 quarters since.
  • Meridian Wealth Management's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $638K in Q3 2024.
  • 97 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q3 2026.

Based on Meridian Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.