Meriwether Wealth & Planning
VUG icon

Meriwether Wealth & Planning’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Meriwether Wealth & Planning’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
Q3 		$385K Hold
4,277
– – 0.17% 79
2026
Q2 		$368K Buy
4,277
+89
+2% +$7.49K 0.18% 82
2026
Q1 		$305K Buy
4,188
+180
+4% +$14K 0.17% 89
2025
Q4 		$326K Buy
4,008
+414
+12% +$33.6K 0.18% 80
2025
Q3 		$287K Hold
3,594
– – 0.17% 89
2025
Q2 		$263K Buy
3,594
+186
+5% +$12.2K 0.16% 97
2025
Q1 		$211K Sell
3,408
-690
-17% -$46.5K 0.14% 115
2024
Q4 		$280K Buy
+4,098
New +$275K 0.2% 86

Other funds holding VUG

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Meriwether Wealth & Planning's VUG Position: Q3 2026 in Review

Meriwether Wealth & Planning held its Vanguard Morningstar Growth ETF (VUG) position steady in Q3 2026 at 4,277 shares worth $385K. The position accounts for 0.17% of the portfolio, ranked #79.

Meriwether Wealth & Planning first reported a position in VUG in Q4 2024 and has held it in 8 quarters since. 966 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Meriwether Wealth & Planning held 4,277 shares of Vanguard Morningstar Growth ETF worth $385K as of Q3 2026.
  • Meriwether Wealth & Planning left its Vanguard Morningstar Growth ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Growth ETF made up 0.17% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #79 holding.
  • Meriwether Wealth & Planning first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 8 quarters since.
  • 966 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.