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

Meridian Wealth Partners’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
2021 Q2	–	Sell	-1,116	Closed	-$58K	–	1238
2021 Q1	$58K	Buy	1,116 +51	+5%	+$2.62K	0.02%	145
2020 Q4	$54K	Buy	1,065 +84	+9%	+$4.28K	0.02%	136
2020 Q3	$50K	Sell	981 -831	-46%	-$42.2K	0.03%	127
2020 Q2	$91K	Sell	1,812 -154	-8%	-$7.65K	0.05%	98
2020 Q1	$96K	Sell	1,966 -814	-29%	-$40K	0.06%	87
2019 Q4	$137K	Buy	+2,780	New	+$137K	0.09%	78

Other funds holding VTIP

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Meridian Wealth Partners's VTIP Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2021, closing a stake of 1,116 shares — an estimated $58K sold.

Meridian Wealth Partners first reported a position in VTIP in Q4 2019 and held it in 6 quarters. The position peaked at $137K in Q4 2019. 578 funds tracked by Wall St. Rank hold VTIP as of Q2 2021.

Meridian Wealth Partners reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2021 after selling out during the quarter.
Meridian Wealth Partners sold 1,116 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2021, an estimated $58K.
Meridian Wealth Partners first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2019 and held it in 6 quarters.
Meridian Wealth Partners's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $137K in Q4 2019.
578 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.