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 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

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

Meriwether Wealth & Planning's VUG Position: Q2 2026 in Review

Meriwether Wealth & Planning increased its Vanguard Morningstar Growth ETF (VUG) stake by 2.1% in Q2 2026, buying an estimated $7.49K and bringing the position to 4,277 shares worth $368K. The position accounts for 0.18% of the portfolio, ranked #82.

Meriwether Wealth & Planning first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Meriwether Wealth & Planning held 4,277 shares of Vanguard Morningstar Growth ETF worth $368K as of Q2 2026.
Meriwether Wealth & Planning bought 89 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $7.49K.
Vanguard Morningstar Growth ETF made up 0.18% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #82 holding.
Meriwether Wealth & Planning first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.