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MWM
Meridian Wealth Management’s
Vanguard Short-Term Treasury ETF
VGSH
Stock Holding History
Meridian Wealth Management’s Portfolio
VGSH Stock Details
VGSH Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$1.32M
Sell
22,556
-148
-0.7%
-$8.69K
0.05%
308
2025
Q4
$1.33M
Sell
22,704
-1,376
-6%
-$80.9K
0.05%
290
2025
Q3
$1.42M
Buy
24,080
+703
+3%
+$41.2K
0.05%
270
2025
Q2
$1.37M
Sell
23,377
-774
-3%
-$45.3K
0.06%
256
2025
Q1
$1.42M
Sell
24,151
-12,029
-33%
-$702K
0.07%
220
2024
Q4
$2.1M
Sell
36,180
-5,458
-13%
-$319K
0.1%
183
2024
Q3
$2.46M
Sell
41,638
-10,036
-19%
-$588K
0.12%
166
2024
Q2
$3M
Buy
+51,674
New
+$2.99M
0.36%
61
2024
Q1
–
Sell
-69,297
Closed
-$4.04M
–
542
2023
Q4
$4.04M
Buy
+69,297
New
+$4.01M
0.26%
85
2018
Q2
–
Sell
-6,762
Closed
-$406K
–
201
2018
Q1
$406K
Buy
6,762
+614
+10%
+$36.9K
0.2%
104
2017
Q4
$373K
Hold
6,148
–
–
0.23%
105
2017
Q3
$373K
Buy
+6,148
New
+$374K
0.24%
102
2017
Q2
–
Sell
-5,470
Closed
-$333K
–
184
2017
Q1
$333K
Buy
5,470
+852
+18%
+$51.8K
0.2%
110
2016
Q4
$281K
Buy
+4,618
New
+$281K
0.22%
96
Other funds holding VGSH
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Baird Financial Group
Milwaukee, Wisconsin
$64B AUM
22.64%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
OWM
Orgel Wealth Management
Altoona, Wisconsin
$5.27B AUM
16.18%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Cerity Partners
New York
$70.5B AUM
21.68%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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