Meriwether Wealth & Planning’s Vanguard 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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

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

Meriwether Wealth & Planning increased its Vanguard 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. 581 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Meriwether Wealth & Planning held 4,277 shares of Vanguard Growth ETF worth $368K as of Q2 2026.
Meriwether Wealth & Planning bought 89 Vanguard Growth ETF shares in Q2 2026, an estimated $7.49K.
Vanguard 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 Growth ETF in Q4 2024 and has held it in 7 quarters since.
581 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

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