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

Meridian Wealth Management’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
2026
Q1 		$762K Sell
15,250
-390
-2% -$19.4K 0.03% 408
2025
Q4 		$774K Buy
15,640
+212
+1% +$10.6K 0.03% 394
2025
Q3 		$781K Sell
15,428
-1,023
-6% -$51.5K 0.03% 380
2025
Q2 		$827K Buy
16,451
+2,585
+19% +$129K 0.04% 341
2025
Q1 		$692K Sell
13,866
-770
-5% -$37.8K 0.03% 354
2024
Q4 		$709K Buy
14,636
+8,045
+122% +$393K 0.03% 346
2024
Q3 		$325K Buy
+6,591
New +$321K 0.02% 498
2024
Q1 		– Sell
-100,250
Closed -$4.76M – 561
2023
Q4 		$4.76M Sell
100,250
-7,064
-7% -$335K 0.3% 73
2023
Q3 		$5.07M Buy
107,314
+1,520
+1% +$71.8K 0.31% 64
2023
Q2 		$5.02M Sell
105,794
-4,958
-4% -$236K 0.42% 43
2023
Q1 		$5.3M Sell
110,752
-886
-0.8% -$41.7K 0.46% 37
2022
Q4 		$5.21M Sell
111,638
-20,053
-15% -$956K 0.51% 32
2022
Q3 		$6.34M Sell
131,691
-11,842
-8% -$587K 0.68% 24
2022
Q2 		$7.19M Buy
143,533
+83,469
+139% +$4.22M 0.59% 35
2022
Q1 		$3.08M Buy
+60,064
New +$3.08M 0.34% 68

Other funds holding VTIP

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Meridian Wealth Management reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 2.5% in Q1 2026, selling an estimated $19.4K and leaving 15,250 shares worth $762K. The position accounts for 0.03% of the portfolio, ranked #408.

Meridian Wealth Management first reported a position in VTIP in Q1 2022 and has held it in 15 quarters since. The position peaked at $7.19M in Q2 2022. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

  • Meridian Wealth Management held 15,250 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $762K as of Q1 2026.
  • Meridian Wealth Management sold 390 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $19.4K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.03% of Meridian Wealth Management's portfolio in Q1 2026, its #408 holding.
  • Meridian Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2022 and has held it in 15 quarters since.
  • Meridian Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $7.19M in Q2 2022.
  • 911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

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