Merit Financial Group’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Merit Financial Group’s Portfolio IVOO Stock Details IVOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$392K	Buy	3,007 +5	+0.2%	+$621	﹤0.01%	1645
2026 Q1	$343K	Buy	3,002 +6	+0.2%	+$705	﹤0.01%	1582
2025 Q4	$335K	Sell	2,996 -185	-6%	-$20.5K	﹤0.01%	1496
2025 Q3	$351K	Buy	+3,181	New	+$346K	﹤0.01%	1351
2024 Q4	–	Sell	-1,969	Closed	-$208K	–	1175
2024 Q3	$208K	Buy	+1,969	New	+$201K	﹤0.01%	777

Other funds holding IVOO

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

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

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

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

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

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SILC

Starr Indemnity & Liability Company New York $377M AUM 24.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Merit Financial Group's IVOO Position: Q2 2026 in Review

Merit Financial Group increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 0.17% in Q2 2026, buying an estimated $621 and bringing the position to 3,007 shares worth $392K. The position accounts for ﹤0.01% of the portfolio, ranked #1645.

Merit Financial Group first reported a position in IVOO in Q3 2024 and has held it in 5 quarters since. 344 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Merit Financial Group held 3,007 shares of Vanguard S&P Mid-Cap 400 ETF worth $392K as of Q2 2026.
Merit Financial Group bought 5 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $621.
Vanguard S&P Mid-Cap 400 ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1645 holding.
Merit Financial Group first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q3 2024 and has held it in 5 quarters since.
344 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.