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Meridian Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Meridian Wealth Management’s Portfolio BIV Stock Details BIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$888K Buy
11,503
+236
+2% +$18.4K 0.03% 380
2025
Q4 		$878K Sell
11,267
-4,467
-28% -$349K 0.03% 374
2025
Q3 		$1.23M Buy
15,734
+570
+4% +$44.1K 0.05% 291
2025
Q2 		$1.17M Sell
15,164
-5,151
-25% -$392K 0.05% 281
2025
Q1 		$1.56M Sell
20,315
-1,828
-8% -$138K 0.08% 208
2024
Q4 		$1.65M Sell
22,143
-842
-4% -$64K 0.08% 214
2024
Q3 		$1.8M Buy
+22,985
New +$1.77M 0.09% 195
2024
Q1 		– Sell
-25,427
Closed -$1.94M – 218
2023
Q4 		$1.94M Buy
25,427
+13,955
+122% +$1.02M 0.12% 172
2023
Q3 		$830K Buy
11,472
+4,734
+70% +$350K 0.05% 267
2023
Q2 		$507K Sell
6,738
-30
-0.4% -$2.29K 0.04% 326
2023
Q1 		$519K Sell
6,768
-796
-11% -$60.3K 0.05% 311
2022
Q4 		$562K Sell
7,564
-2,667
-26% -$198K 0.06% 286
2022
Q3 		$752K Sell
10,231
-1,493
-13% -$116K 0.08% 220
2022
Q2 		$910K Buy
11,724
+2,595
+28% +$203K 0.07% 260
2022
Q1 		$748K Buy
9,129
+4,064
+80% +$343K 0.08% 186
2021
Q4 		$444K Buy
+5,065
New +$449K 0.05% 259
2019
Q3 		– Sell
-240
Closed -$208 – 226
2019
Q2 		$208 Buy
+240
New +$20.3K 0.01% 534

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Meridian Wealth Management's BIV Position: Q1 2026 in Review

Meridian Wealth Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 2.1% in Q1 2026, buying an estimated $18.4K and bringing the position to 11,503 shares worth $888K. The position accounts for 0.03% of the portfolio, ranked #380.

Meridian Wealth Management first reported a position in BIV in Q2 2019 and has held it in 17 quarters since. The position peaked at $1.94M in Q4 2023. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Meridian Wealth Management held 11,503 shares of Vanguard Intermediate-Term Bond ETF worth $888K as of Q1 2026.
  • Meridian Wealth Management bought 236 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $18.4K.
  • Vanguard Intermediate-Term Bond ETF made up 0.03% of Meridian Wealth Management's portfolio in Q1 2026, its #380 holding.
  • Meridian Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2019 and has held it in 17 quarters since.
  • Meridian Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $1.94M in Q4 2023.
  • 1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.