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Meridian Wealth Management, LLC: VUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Meridian Wealth Management, LLC on VUG, newest first. How the timeline and the estimate are built.

Meridian Wealth Management, LLC held 399,284 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 399,284 shares
    Change vs previous 13F +333,995 shares

    1.09% of the 13F portfolio, value $35,177,634.

    13F-HR 0001697300-26-000010 filed by Meridian Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 65,289 shares
    Change vs previous 13F -1,161 shares

    1.02% of the 13F portfolio, value $28,614,133.

    13F-HR 0001697300-26-000004 filed by Meridian Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 66,450 shares
    Change vs previous 13F -2,662 shares

    1.14% of the 13F portfolio, value $32,418,191.

    13F-HR 0001697300-26-000002 filed by Meridian Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 69,112 shares
    Change vs previous 13F +9,548 shares

    1.26% of the 13F portfolio, value $32,774,828.

    13F-HR 0001697300-25-000010 filed by Meridian Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 59,564 shares
    Change vs previous 13F +1,574 shares

    1.11% of the 13F portfolio, value $26,089,845.

    13F-HR 0001697300-25-000006 filed by Meridian Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 57,990 shares
    Change vs previous 13F +1,947 shares

    1.04% of the 13F portfolio, value $21,491,351.

    13F-HR 0001697300-25-000004 filed by Meridian Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 56,043 shares
    Change vs previous 13F +458 shares

    1.09% of the 13F portfolio, value $22,983,436.

    13F-HR 0001697300-25-000002 filed by Meridian Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 55,585 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $21,326,015.

    13F-HR 0001697300-24-000010 filed by Meridian Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).