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Meridian Wealth Partners’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Meridian Wealth Partners’s Portfolio VGIT Stock Details VGIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,801
Closed -$228K – 117
2025
Q3 		$228K Sell
3,801
-524
-12% -$31.3K 0.03% 100
2025
Q2 		$259K Buy
4,325
+25
+0.6% +$1.48K 0.04% 97
2025
Q1 		$255K Sell
4,300
-24
-0.6% -$1.4K 0.04% 91
2024
Q4 		$251K Buy
+4,324
New +$254K 0.04% 96

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Meridian Wealth Partners's VGIT Position: Q4 2025 in Review

Meridian Wealth Partners sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q4 2025, closing a stake of 3,801 shares — an estimated $228K sold.

Meridian Wealth Partners first reported a position in VGIT in Q4 2024 and held it in 4 quarters. The position peaked at $259K in Q2 2025. 920 funds tracked by Wall St. Rank hold VGIT as of Q4 2025.

  • Meridian Wealth Partners reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Meridian Wealth Partners sold 3,801 Vanguard Intermediate-Term Treasury ETF shares in Q4 2025, an estimated $228K.
  • Meridian Wealth Partners first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2024 and held it in 4 quarters.
  • Meridian Wealth Partners's Vanguard Intermediate-Term Treasury ETF position peaked at $259K in Q2 2025.
  • 920 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2025.

Based on Meridian Wealth Partners's 13F filing for Q4 2025, filed 13 Feb 2026.