Meridian Wealth Management, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1697300
LEXINGTON, KY
Position in BIV
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$887,801
+$10,328 QoQ
Shares Held
11,503
+2.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
16 quarters on record
Voting authority
Sole 67%
Shared 0%
None 33%
Common Shares in BIV Over Time
Shares Held
Position Value (USD)
All Filings in BIV
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $887,801 | 11,503 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $877,473 | 11,267 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,228,668 | 15,734 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,172,783 | 15,164 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,555,519 | 20,315 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,654,746 | 22,143 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,801,334 | 22,985 | Shares | Sole | 2024-11-12 | |
| 2023-12-31 | $1,942,114 | 25,427 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $829,540 | 11,472 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $506,899 | 6,738 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $519,376 | 6,768 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $562,156 | 7,564 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $751,773 | 10,231 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $910,368 | 11,724 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $747,665 | 9,129 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $443,795 | 5,065 | Shares | Sole | 2022-01-27 | |
| No filing history on record for this holder in this stock. | ||||||