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
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 -$698 – 484
2019
Q2 		$698 Buy
+2,648
New +$68.3K 0.03% 325

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Meridian Wealth Management reduced its Vanguard Information Technology ETF (VGT) stake by 0.83% in Q1 2026, selling an estimated $19.2K and leaving 24,840 shares worth $2.17M. The position accounts for 0.08% of the portfolio, ranked #221.

Meridian Wealth Management first reported a position in VGT in Q2 2019 and has held it in 20 quarters since. The position peaked at $2.36M in Q4 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • Meridian Wealth Management held 24,840 shares of Vanguard Information Technology ETF worth $2.17M as of Q1 2026.
  • Meridian Wealth Management sold 208 Vanguard Information Technology ETF shares in Q1 2026, an estimated $19.2K.
  • Vanguard Information Technology ETF made up 0.08% of Meridian Wealth Management's portfolio in Q1 2026, its #221 holding.
  • Meridian Wealth Management first reported a position in Vanguard Information Technology ETF in Q2 2019 and has held it in 20 quarters since.
  • Meridian Wealth Management's Vanguard Information Technology ETF position peaked at $2.36M in Q4 2025.
  • 1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

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