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

Meridian Wealth Partners’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	$548K	Buy	6,288 +1,392	+28%	+$128K	0.08%	61
2025 Q4	$461K	Buy	4,896 +1,160	+31%	+$110K	0.06%	65
2025 Q3	$349K	Buy	3,736 +1,200	+47%	+$105K	0.05%	78
2025 Q2	$210K	Buy	+2,536	New	+$184K	0.03%	109
2024 Q3	–	Sell	-2,952	Closed	-$213K	–	115
2024 Q2	$213K	Buy	+2,952	New	+$196K	0.04%	102
2021 Q2	–	Sell	-3,120	Closed	-$140K	–	1218
2021 Q1	$140K	Hold	3,120	–	–	0.04%	86
2020 Q4	$138K	Hold	3,120	–	–	0.06%	79
2020 Q3	$121K	Buy	3,120 +8	+0.3%	+$301	0.06%	81
2020 Q2	$109K	Hold	3,112	–	–	0.06%	83
2020 Q1	$83K	Hold	3,112	–	–	0.05%	96
2019 Q4	$95K	Buy	+3,112	New	+$89.1K	0.06%	93

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Meridian Wealth Partners increased its Vanguard Information Technology ETF (VGT) stake by 28% in Q1 2026, buying an estimated $128K and bringing the position to 6,288 shares worth $548K. The position accounts for 0.08% of the portfolio, ranked #61.

Meridian Wealth Partners first reported a position in VGT in Q4 2019 and has held it in 11 quarters since. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Meridian Wealth Partners held 6,288 shares of Vanguard Information Technology ETF worth $548K as of Q1 2026.
Meridian Wealth Partners bought 1,392 Vanguard Information Technology ETF shares in Q1 2026, an estimated $128K.
Vanguard Information Technology ETF made up 0.08% of Meridian Wealth Partners's portfolio in Q1 2026, its #61 holding.
Meridian Wealth Partners first reported a position in Vanguard Information Technology ETF in Q4 2019 and has held it in 11 quarters since.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Meridian Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.