MFG
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Merit Financial Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Merit Financial Group’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$99.8M Buy
329,358
+19,065
+6% +$5.46M 0.61% 35
2026
Q1 		$81.3M Buy
310,293
+24,033
+8% +$6.5M 0.6% 37
2025
Q4 		$73.8M Buy
286,260
+27,673
+11% +$7.09M 0.59% 38
2025
Q3 		$65.8M Buy
258,587
+45,273
+21% +$11.2M 0.6% 37
2025
Q2 		$50.6M Buy
213,314
+35,428
+20% +$7.9M 0.56% 38
2025
Q1 		$39.4M Buy
177,886
+95,664
+116% +$22.8M 0.59% 36
2024
Q4 		$19.8M Buy
82,222
+6,512
+9% +$1.6M 0.36% 51
2024
Q3 		$18M Sell
75,710
-2,615
-3% -$594K 0.4% 40
2024
Q2 		$17.1M Buy
78,325
+2,697
+4% +$592K 0.38% 45
2024
Q1 		$16.5M Buy
75,628
+57,019
+306% +$12.3M 0.39% 39
2023
Q4 		$3.97M Buy
18,609
+8,413
+83% +$1.62M 0.12% 120
2023
Q3 		$1.93M Buy
10,196
+71
+0.7% +$14.1K 0.06% 227
2023
Q2 		$2.01M Sell
10,125
-497
-5% -$93.9K 0.07% 223
2023
Q1 		$2.01M Buy
10,622
+1,659
+19% +$322K 0.07% 207
2022
Q4 		$1.65M Buy
8,963
+823
+10% +$153K 0.06% 222
2022
Q3 		$1.39M Buy
8,140
+1,636
+25% +$309K 0.06% 205
2022
Q2 		$1.15M Sell
6,504
-280
-4% -$54.1K 0.04% 240
2022
Q1 		$1.44M Buy
6,784
+3,850
+131% +$810K 0.09% 127
2021
Q4 		$663K Buy
2,934
+44
+2% +$10K 0.07% 144
2021
Q3 		$632K Sell
2,890
-30
-1% -$6.67K 0.07% 141
2021
Q2 		$658K Buy
2,920
+60
+2% +$13.3K 0.06% 137
2021
Q1 		$612K Hold
2,860
– – 0.06% 134
2020
Q4 		$557K Buy
2,860
+17
+0.6% +$3K 0.05% 129
2020
Q3 		$437K Sell
2,843
-28
-1% -$4.3K 0.04% 150
2020
Q2 		$418K Sell
2,871
-218
-7% -$29.3K 0.04% 144
2020
Q1 		$357K Sell
3,089
-121
-4% -$18.2K 0.04% 154
2019
Q4 		$532K Buy
+3,210
New +$511K 0.05% 132
2019
Q2 		– Sell
-2,128
Closed -$342K – 123
2019
Q1 		$342K Buy
+2,128
New +$316K 0.04% 95

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Merit Financial Group increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 6.1% in Q2 2026, buying an estimated $5.46M and bringing the position to 329,358 shares worth $99.8M. The position accounts for 0.61% of the portfolio, ranked #35.

Merit Financial Group first reported a position in VB in Q1 2019 and has held it in 28 quarters since. 2,461 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Merit Financial Group held 329,358 shares of Vanguard Morningstar Small-Cap ETF worth $99.8M as of Q2 2026.
  • Merit Financial Group bought 19,065 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $5.46M.
  • Vanguard Morningstar Small-Cap ETF made up 0.61% of Merit Financial Group's portfolio in Q2 2026, its #35 holding.
  • Merit Financial Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2019 and has held it in 28 quarters since.
  • 2,461 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

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