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Meridian Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Meridian Wealth Management’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 		$28.6M Sell
391,734
-6,966
-2% -$542K 1% 15
2025
Q4 		$32.4M Sell
398,700
-15,972
-4% -$1.3M 1.14% 13
2025
Q3 		$32.8M Buy
414,672
+57,288
+16% +$4.38M 1.26% 14
2025
Q2 		$26.1M Buy
357,384
+9,444
+3% +$622K 1.11% 14
2025
Q1 		$21.5M Buy
347,940
+11,682
+3% +$788K 1.04% 14
2024
Q4 		$23M Buy
336,258
+2,748
+0.8% +$185K 1.09% 14
2024
Q3 		$21.3M Buy
+333,510
New +$20.7M 1.05% 14
2024
Q1 		– Sell
-273,168
Closed -$14.2M – 563
2023
Q4 		$14.2M Buy
273,168
+26,340
+11% +$1.27M 0.9% 14
2023
Q3 		$11.2M Buy
246,828
+21,078
+9% +$996K 0.69% 25
2023
Q2 		$10.6M Buy
225,750
+19,218
+9% +$833K 0.9% 15
2023
Q1 		$8.59M Buy
206,532
+124,782
+153% +$4.85M 0.75% 18
2022
Q4 		$2.9M Buy
81,750
+3,876
+5% +$143K 0.28% 79
2022
Q3 		$2.78M Sell
77,874
-20,202
-21% -$812K 0.3% 81
2022
Q2 		$3.69M Buy
98,076
+43,338
+79% +$1.78M 0.3% 81
2022
Q1 		$2.62M Buy
54,738
+240
+0.4% +$11.4K 0.29% 78
2021
Q4 		$2.92M Buy
54,498
+4,074
+8% +$212K 0.31% 74
2021
Q3 		$2.44M Sell
50,424
-2,694
-5% -$134K 0.3% 75
2021
Q2 		$2.54M Buy
53,118
+2,310
+5% +$105K 0.32% 64
2021
Q1 		$2.18M Sell
50,808
-14,220
-22% -$608K 0.32% 70
2020
Q4 		$2.75M Sell
65,028
-10,302
-14% -$411K 0.44% 51
2020
Q3 		$2.86M Buy
75,330
+22,236
+42% +$821K 0.7% 30
2020
Q2 		$1.79M Buy
53,094
+48
+0.1% +$1.48K 0.6% 36
2020
Q1 		$1.39M Buy
53,046
+5,322
+11% +$159K 0.61% 35
2019
Q4 		$1.45M Buy
47,724
+702
+1% +$20.3K 0.7% 27
2019
Q3 		$1.3M Sell
47,022
-1,290
-3% -$35.8K 0.61% 28
2019
Q2 		$13.2K Sell
48,312
-1,344
-3% -$35.9K 0.53% 29
2019
Q1 		$1.29M Buy
49,656
+2,004
+4% +$49.5K 0.59% 32
2018
Q4 		$1.07M Buy
47,652
+24,654
+107% +$597K 0.63% 34
2018
Q3 		$617K Sell
22,998
-21,678
-49% -$567K 0.27% 67
2018
Q2 		$1.11M Sell
44,676
-36
-0.1% -$883 0.52% 33
2018
Q1 		$1.06M Buy
44,712
+1,332
+3% +$32.5K 0.53% 35
2017
Q4 		$995K Buy
43,380
+1,098
+3% +$25.2K 0.61% 33
2017
Q3 		$936K Buy
42,282
+1,686
+4% +$36.7K 0.59% 34
2017
Q2 		$860K Buy
40,596
+1,350
+3% +$28.3K 0.54% 35
2017
Q1 		$796K Buy
39,246
+21,954
+127% +$433K 0.48% 48
2016
Q4 		$333K Buy
+17,292
New +$320K 0.26% 81

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Meridian Wealth Management reduced its Vanguard Growth ETF (VUG) stake by 1.7% in Q1 2026, selling an estimated $542K and leaving 391,734 shares worth $28.6M. The position accounts for 1% of the portfolio, ranked #15.

Meridian Wealth Management first reported a position in VUG in Q4 2016 and has held it in 36 quarters since. The position peaked at $32.8M in Q3 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Meridian Wealth Management held 391,734 shares of Vanguard Growth ETF worth $28.6M as of Q1 2026.
  • Meridian Wealth Management sold 6,966 Vanguard Growth ETF shares in Q1 2026, an estimated $542K.
  • Vanguard Growth ETF made up 1% of Meridian Wealth Management's portfolio in Q1 2026, its #15 holding.
  • Meridian Wealth Management first reported a position in Vanguard Growth ETF in Q4 2016 and has held it in 36 quarters since.
  • Meridian Wealth Management's Vanguard Growth ETF position peaked at $32.8M in Q3 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

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