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Meridian Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Meridian Wealth Management’s Portfolio BSV Stock Details BSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.46M Sell
44,352
-466
-1% -$36.4K 0.11% 182
2026
Q1 		$3.51M Sell
44,818
-3,537
-7% -$278K 0.12% 156
2025
Q4 		$3.81M Buy
48,355
+947
+2% +$74.7K 0.13% 144
2025
Q3 		$3.74M Buy
47,408
+24
+0.1% +$1.89K 0.14% 141
2025
Q2 		$3.73M Sell
47,384
-6,283
-12% -$491K 0.16% 136
2025
Q1 		$4.2M Sell
53,667
-3,303
-6% -$256K 0.2% 110
2024
Q4 		$4.4M Sell
56,970
-2,718
-5% -$211K 0.21% 101
2024
Q3 		$4.7M Buy
+59,688
New +$4.65M 0.23% 94
2024
Q1 		– Sell
-69,998
Closed -$5.39M – 226
2023
Q4 		$5.39M Buy
69,998
+18,178
+35% +$1.38M 0.34% 65
2023
Q3 		$3.9M Sell
51,820
-5,674
-10% -$428K 0.24% 90
2023
Q2 		$4.34M Sell
57,494
-8,631
-13% -$658K 0.37% 57
2023
Q1 		$5.06M Buy
66,125
+158
+0.2% +$12K 0.44% 42
2022
Q4 		$4.97M Sell
65,967
-547
-0.8% -$41K 0.49% 40
2022
Q3 		$4.98M Sell
66,514
-54,799
-45% -$4.19M 0.54% 35
2022
Q2 		$9.32M Buy
121,313
+103,325
+574% +$7.96M 0.76% 18
2022
Q1 		$1.4M Buy
17,988
+8,238
+84% +$654K 0.15% 122
2021
Q4 		$788K Buy
9,750
+5,129
+111% +$417K 0.08% 189
2021
Q3 		$379K Sell
4,621
-249
-5% -$20.5K 0.05% 268
2021
Q2 		$400K Buy
4,870
+2
+0% +$165 0.05% 260
2021
Q1 		$400K Sell
4,868
-614
-11% -$50.7K 0.06% 245
2020
Q4 		$454K Sell
5,482
-568
-9% -$47.1K 0.07% 197
2020
Q3 		$502K Buy
6,050
+1,157
+24% +$96.1K 0.12% 143
2020
Q2 		$406K Buy
4,893
+723
+17% +$59.8K 0.14% 136
2020
Q1 		$342K Buy
4,170
+223
+6% +$18.1K 0.15% 141
2019
Q4 		$318K Buy
3,947
+69
+2% +$5.57K 0.15% 145
2019
Q3 		$313K Sell
3,878
-15
-0.4% -$1.21K 0.15% 145
2019
Q2 		$3.13K Buy
3,893
+1,246
+47% +$99.4K 0.13% 137
2019
Q1 		$211K Buy
+2,647
New +$209K 0.1% 179
2018
Q4 		– Sell
-2,931
Closed -$229K – 161
2018
Q3 		$229K Sell
2,931
-463
-14% -$36.2K 0.1% 150
2018
Q2 		$265K Sell
3,394
-38
-1% -$2.97K 0.12% 149
2018
Q1 		$269K Buy
3,432
+388
+13% +$30.5K 0.13% 144
2017
Q4 		$243K Hold
3,044
– – 0.15% 148
2017
Q3 		$243K Sell
3,044
-917
-23% -$73.3K 0.15% 143
2017
Q2 		$316K Buy
3,961
+1,122
+40% +$89.6K 0.2% 117
2017
Q1 		$226K Buy
2,839
+290
+11% +$23.1K 0.14% 150
2016
Q4 		$203K Buy
+2,549
New +$204K 0.16% 122

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Meridian Wealth Management's BSV Position: Q2 2026 in Review

Meridian Wealth Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 1% in Q2 2026, selling an estimated $36.4K and leaving 44,352 shares worth $3.46M. The position accounts for 0.11% of the portfolio, ranked #182.

Meridian Wealth Management first reported a position in BSV in Q4 2016 and has held it in 36 quarters since. The position peaked at $9.32M in Q2 2022. 928 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Meridian Wealth Management held 44,352 shares of Vanguard Short-Term Bond ETF worth $3.46M as of Q2 2026.
  • Meridian Wealth Management sold 466 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $36.4K.
  • Vanguard Short-Term Bond ETF made up 0.11% of Meridian Wealth Management's portfolio in Q2 2026, its #182 holding.
  • Meridian Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2016 and has held it in 36 quarters since.
  • Meridian Wealth Management's Vanguard Short-Term Bond ETF position peaked at $9.32M in Q2 2022.
  • 928 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.