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 Q2	$753K	Buy	6,296 +8	+0.1%	+$876	0.09%	52
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 $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Meridian Wealth Partners increased its Vanguard Information Technology ETF (VGT) stake by 0.13% in Q2 2026, buying an estimated $876 and bringing the position to 6,296 shares worth $753K. The position accounts for 0.09% of the portfolio, ranked #52.

Meridian Wealth Partners first reported a position in VGT in Q4 2019 and has held it in 12 quarters since. 2,190 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Meridian Wealth Partners held 6,296 shares of Vanguard Information Technology ETF worth $753K as of Q2 2026.
Meridian Wealth Partners bought 8 Vanguard Information Technology ETF shares in Q2 2026, an estimated $876.
Vanguard Information Technology ETF made up 0.09% of Meridian Wealth Partners's portfolio in Q2 2026, its #52 holding.
Meridian Wealth Partners first reported a position in Vanguard Information Technology ETF in Q4 2019 and has held it in 12 quarters since.
2,190 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Meridian Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.