MFG
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Merit Financial Group’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Merit Financial Group’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$26.5M Sell
72,414
-7,312
-9% -$2.49M 0.16% 115
2026
Q1 		$24.1M Sell
79,726
-2,142
-3% -$673K 0.18% 98
2025
Q4 		$24.7M Sell
81,868
-10,105
-11% -$3.05M 0.2% 85
2025
Q3 		$27.4M Sell
91,973
-4,843
-5% -$1.4M 0.25% 78
2025
Q2 		$26.8M Buy
96,816
+75,247
+349% +$19.4M 0.3% 60
2025
Q1 		$5.43M Sell
21,569
-9,174
-30% -$2.54M 0.08% 205
2024
Q4 		$8.61M Buy
30,743
+1,229
+4% +$347K 0.15% 120
2024
Q3 		$7.89M Buy
29,514
+2,423
+9% +$621K 0.18% 102
2024
Q2 		$6.78M Sell
27,091
-1,669
-6% -$416K 0.15% 109
2024
Q1 		$7.13M Buy
28,760
+6,361
+28% +$1.56M 0.17% 102
2023
Q4 		$5.42M Buy
22,399
+1,437
+7% +$312K 0.16% 89
2023
Q3 		$4.49M Buy
20,962
+2,490
+13% +$566K 0.15% 110
2023
Q2 		$4.24M Buy
18,472
+3,393
+23% +$738K 0.14% 115
2023
Q1 		$3.26M Buy
15,079
+1,717
+13% +$371K 0.12% 130
2022
Q4 		$2.68M Sell
13,362
-3,425
-20% -$701K 0.1% 154
2022
Q3 		$3.28M Sell
16,787
-22,180
-57% -$4.76M 0.14% 101
2022
Q2 		$7.68M Buy
38,967
+17,491
+81% +$3.79M 0.24% 57
2022
Q1 		$5.33M Buy
+21,476
New +$5.29M 0.32% 48
2019
Q3 		– Sell
-1,920
Closed -$316K – 148
2019
Q2 		$316K Buy
+1,920
New +$349K 0.04% 89
2019
Q1 		– Sell
-2,607
Closed -$361K – 129
2018
Q4 		$361K Sell
2,607
-317
-11% -$52.3K 0.05% 70
2018
Q3 		$503K Buy
2,924
+24
+0.8% +$4.41K 0.08% 55
2018
Q2 		$474K Sell
2,900
-1,025
-26% -$176K 0.08% 56
2018
Q1 		$597K Sell
3,925
-488
-11% -$80.5K 0.12% 36
2017
Q4 		$664K Buy
+4,413
New +$694K 0.14% 27

Other funds holding VBK

CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
BWM
Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
RF
Robinswood Financial Kirkland, Washington $349M AUM 14.9% 1-Year Est. Return

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

Merit Financial Group reduced its Vanguard Small-Cap Growth ETF (VBK) stake by 9.2% in Q2 2026, selling an estimated $2.49M and leaving 72,414 shares worth $26.5M. The position accounts for 0.16% of the portfolio, ranked #115.

Merit Financial Group first reported a position in VBK in Q4 2017 and has held it in 24 quarters since. The position peaked at $27.4M in Q3 2025. 246 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Merit Financial Group held 72,414 shares of Vanguard Small-Cap Growth ETF worth $26.5M as of Q2 2026.
  • Merit Financial Group sold 7,312 Vanguard Small-Cap Growth ETF shares in Q2 2026, an estimated $2.49M.
  • Vanguard Small-Cap Growth ETF made up 0.16% of Merit Financial Group's portfolio in Q2 2026, its #115 holding.
  • Merit Financial Group first reported a position in Vanguard Small-Cap Growth ETF in Q4 2017 and has held it in 24 quarters since.
  • Merit Financial Group's Vanguard Small-Cap Growth ETF position peaked at $27.4M in Q3 2025.
  • 246 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2026.

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