Meridian Wealth Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Meridian Wealth Advisors’s Portfolio VTIP Stock Details VTIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-16,441	Closed	-$780K	–	187
2023 Q2	$780K	Buy	16,441 +9	+0.1%	+$429	0.19%	88
2023 Q1	$786K	Hold	16,432	–	–	0.2%	89
2022 Q4	$768K	Buy	16,432 +684	+4%	+$32.6K	0.2%	90
2022 Q3	$758K	Buy	15,748 +215	+1%	+$10.7K	0.21%	86
2022 Q2	$779K	Buy	15,533 +148	+1%	+$7.49K	0.21%	94
2022 Q1	$788K	Buy	15,385 +3,250	+27%	+$167K	0.18%	102
2021 Q4	$624K	Buy	12,135 +420	+4%	+$21.9K	0.15%	112
2021 Q3	$616K	Buy	11,715 +107	+0.9%	+$5.61K	0.17%	106
2021 Q2	$608K	Buy	+11,608	New	+$605K	0.17%	108

Other funds holding VTIP

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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

HWA

Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Meridian Wealth Advisors's VTIP Position: Q3 2023 in Review

Meridian Wealth Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2023, closing a stake of 16,441 shares — an estimated $780K sold.

Meridian Wealth Advisors first reported a position in VTIP in Q2 2021 and held it in 9 quarters. The position peaked at $788K in Q1 2022. 731 funds tracked by Wall St. Rank hold VTIP as of Q3 2023.

Meridian Wealth Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2023 after selling out during the quarter.
Meridian Wealth Advisors sold 16,441 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2023, an estimated $780K.
Meridian Wealth Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2021 and held it in 9 quarters.
Meridian Wealth Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $788K in Q1 2022.
731 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2023.

Based on Meridian Wealth Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.