MWM
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Meridian Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Meridian Wealth Management’s Portfolio VGT Stock Details VGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.03M Buy
25,391
+551
+2% +$60.3K 0.09% 195
2026
Q1 		$2.17M Sell
24,840
-208
-0.8% -$19.2K 0.08% 221
2025
Q4 		$2.36M Buy
25,048
+208
+0.8% +$19.8K 0.08% 207
2025
Q3 		$2.32M Sell
24,840
-160
-0.6% -$14K 0.09% 193
2025
Q2 		$2.07M Buy
25,000
+3,416
+16% +$248K 0.09% 200
2025
Q1 		$1.46M Sell
21,584
-56
-0.3% -$4.22K 0.07% 217
2024
Q4 		$1.68M Buy
21,640
+88
+0.4% +$6.76K 0.08% 210
2024
Q3 		$1.58M Buy
21,552
+14,856
+222% +$1.06M 0.08% 209
2024
Q2 		$483K Buy
+6,696
New +$445K 0.06% 177
2024
Q1 		– Sell
-12,000
Closed -$726K – 543
2023
Q4 		$726K Sell
12,000
-272
-2% -$15.2K 0.05% 310
2023
Q3 		$637K Sell
12,272
-560
-4% -$30.4K 0.04% 318
2023
Q2 		$709K Hold
12,832
– – 0.06% 257
2023
Q1 		$618K Buy
12,832
+80
+0.6% +$3.54K 0.05% 287
2022
Q4 		$509K Sell
12,752
-192
-1% -$7.83K 0.05% 302
2022
Q3 		$497K Sell
12,944
-10,544
-45% -$464K 0.05% 280
2022
Q2 		$959K Buy
23,488
+19,304
+461% +$870K 0.08% 252
2022
Q1 		$218K Sell
4,184
-384
-8% -$19.7K 0.02% 362
2021
Q4 		$262K Sell
4,568
-104
-2% -$5.71K 0.03% 341
2021
Q3 		$234K Buy
4,672
+136
+3% +$7.05K 0.03% 354
2021
Q2 		$226K Buy
+4,536
New +$214K 0.03% 354
2019
Q3 		– Sell
-2,648
Closed -$69.8K – 484
2019
Q2 		$69.8K Buy
+2,648
New +$68.3K 0.03% 325

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Meridian Wealth Management's VGT Position: Q2 2026 in Review

Meridian Wealth Management increased its Vanguard Information Technology ETF (VGT) stake by 2.2% in Q2 2026, buying an estimated $60.3K and bringing the position to 25,391 shares worth $3.03M. The position accounts for 0.09% of the portfolio, ranked #195.

Meridian Wealth Management first reported a position in VGT in Q2 2019 and has held it in 21 quarters since. 2,190 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Meridian Wealth Management held 25,391 shares of Vanguard Information Technology ETF worth $3.03M as of Q2 2026.
  • Meridian Wealth Management bought 551 Vanguard Information Technology ETF shares in Q2 2026, an estimated $60.3K.
  • Vanguard Information Technology ETF made up 0.09% of Meridian Wealth Management's portfolio in Q2 2026, its #195 holding.
  • Meridian Wealth Management first reported a position in Vanguard Information Technology ETF in Q2 2019 and has held it in 21 quarters since.
  • 2,190 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.