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 Q3	$1.34M	Buy	23,333 +452	+2%	+$26.2K	0.04%	338
2026 Q2	$1.33M	Buy	22,881 +325	+1%	+$18.9K	0.04%	330
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 $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return

Employees Retirement System of Texas Austin, Texas $12.2B AUM 27.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $7.09B AUM 12.2% 1-Year Est. Return

RWA Wealth Partners Newton, Massachusetts $10.5B AUM 15.72% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return

Meridian Wealth Management's VGSH Position: Q3 2026 in Review

Meridian Wealth Management increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 2% in Q3 2026, buying an estimated $26.2K and bringing the position to 23,333 shares worth $1.34M. The position accounts for 0.04% of the portfolio, ranked #338.

Meridian Wealth Management first reported a position in VGSH in Q4 2016 and has held it in 16 quarters since. The position peaked at $4.04M in Q4 2023. 1,019 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

Meridian Wealth Management held 23,333 shares of Vanguard Short-Term Treasury ETF worth $1.34M as of Q3 2026.
Meridian Wealth Management bought 452 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $26.2K.
Vanguard Short-Term Treasury ETF made up 0.04% of Meridian Wealth Management's portfolio in Q3 2026, its #338 holding.
Meridian Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q4 2016 and has held it in 16 quarters since.
Meridian Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $4.04M in Q4 2023.
1,019 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on Meridian Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.