MFG
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Merit Financial Group’s Marriott Vacations Worldwide VAC Stock Holding History

Merit Financial Group’s Portfolio VAC Stock Details VAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$226K Buy
+2,222
New +$178K ﹤0.01% 2020
2025
Q1 		– Sell
-2,383
Closed -$214K – 1445
2024
Q4 		$214K Buy
+2,383
New +$206K ﹤0.01% 1073

Other funds holding VAC

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
SJL
Shayne & Jacobs LLC Nashville, Tennessee $337M AUM 19.04% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

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

Merit Financial Group opened a new position in Marriott Vacations Worldwide (VAC) in Q2 2026: 2,222 shares worth $226K. The stake represents ﹤0.01% of the portfolio and ranks #2020 among its holdings. This is a return to the name: Merit Financial Group previously reported a position in VAC as recently as Q4 2024.

Merit Financial Group first reported a position in VAC in Q4 2024 and has held it in 2 quarters since. 56 funds tracked by Wall St. Rank hold VAC as of Q2 2026.

  • Merit Financial Group held 2,222 shares of Marriott Vacations Worldwide worth $226K as of Q2 2026.
  • Marriott Vacations Worldwide was a new Merit Financial Group position in Q2 2026.
  • Marriott Vacations Worldwide made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2020 holding.
  • Merit Financial Group first reported a position in Marriott Vacations Worldwide in Q4 2024 and has held it in 2 quarters since.
  • 56 funds tracked by Wall St. Rank held Marriott Vacations Worldwide as of Q2 2026.

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