Meridian Wealth Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Meridian Wealth Partners’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 Q2	$468K	Hold	5,436	–	–	0.06%	73
2026 Q1	$396K	Buy	5,436 +282	+5%	+$21.9K	0.05%	76
2025 Q4	$419K	Hold	5,154	–	–	0.06%	69
2025 Q3	$412K	Buy	5,154 +894	+21%	+$68.3K	0.06%	70
2025 Q2	$311K	Sell	4,260 -132	-3%	-$8.69K	0.05%	90
2025 Q1	$271K	Sell	4,392 -810	-16%	-$54.6K	0.04%	89
2024 Q4	$356K	Buy	5,202 +1,656	+47%	+$111K	0.05%	81
2024 Q3	$227K	Buy	+3,546	New	+$220K	0.04%	95
2021 Q2	–	Sell	-1,836	Closed	-$79K	–	1242
2021 Q1	$79K	Sell	1,836 -66	-3%	-$2.82K	0.02%	127
2020 Q4	$80K	Buy	1,902 +18	+1%	+$718	0.03%	107
2020 Q3	$71K	Sell	1,884 -210	-10%	-$7.75K	0.04%	107
2020 Q2	$71K	Buy	2,094 +294	+16%	+$9.04K	0.04%	108
2020 Q1	$47K	Sell	1,800 -876	-33%	-$26.2K	0.03%	127
2019 Q4	$81K	Buy	+2,676	New	+$77.3K	0.05%	106

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Meridian Wealth Partners held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 5,436 shares worth $468K. The position accounts for 0.06% of the portfolio, ranked #73.

Meridian Wealth Partners first reported a position in VUG in Q4 2019 and has held it in 14 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Meridian Wealth Partners held 5,436 shares of Vanguard Morningstar Growth ETF worth $468K as of Q2 2026.
Meridian Wealth Partners left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.06% of Meridian Wealth Partners's portfolio in Q2 2026, its #73 holding.
Meridian Wealth Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and has held it in 14 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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