MFG
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Merit Financial Group’s Vanguard Consumer Staples ETF VDC Stock Holding History

Merit Financial Group’s Portfolio VDC Stock Details VDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.16M Sell
13,996
-899
-6% -$205K 0.02% 569
2026
Q1 		$3.35M Sell
14,895
-2,028
-12% -$465K 0.02% 510
2025
Q4 		$3.57M Sell
16,923
-4,740
-22% -$1.01M 0.03% 450
2025
Q3 		$4.63M Buy
21,663
+3,494
+19% +$766K 0.04% 328
2025
Q2 		$3.98M Sell
18,169
-12
-0.1% -$2.63K 0.04% 329
2025
Q1 		$3.98M Buy
18,181
+2,227
+14% +$481K 0.06% 263
2024
Q4 		$3.37M Sell
15,954
-1,073
-6% -$233K 0.06% 254
2024
Q3 		$3.72M Sell
17,027
-1,313
-7% -$279K 0.08% 192
2024
Q2 		$3.72M Sell
18,340
-371
-2% -$75.4K 0.08% 185
2024
Q1 		$3.79M Buy
18,711
+1,127
+6% +$221K 0.09% 169
2023
Q4 		$3.36M Sell
17,584
-1,838
-9% -$337K 0.1% 135
2023
Q3 		$3.55M Sell
19,422
-236
-1% -$45.5K 0.12% 136
2023
Q2 		$3.82M Buy
19,658
+53
+0.3% +$10.4K 0.12% 125
2023
Q1 		$3.79M Sell
19,605
-2,255
-10% -$427K 0.14% 111
2022
Q4 		$4.19M Sell
21,860
-1,575
-7% -$296K 0.15% 101
2022
Q3 		$4.03M Buy
23,435
+1,206
+5% +$228K 0.17% 78
2022
Q2 		$4.12M Sell
22,229
-14,460
-39% -$2.8M 0.13% 101
2022
Q1 		$7.19M Sell
36,689
-29,098
-44% -$5.67M 0.43% 40
2021
Q4 		$13.2M Sell
65,787
-9,040
-12% -$1.7M 1.29% 8
2021
Q3 		$13.4M Sell
74,827
-600,877
-89% -$111M 1.4% 7
2021
Q2 		$123M Buy
675,704
+26,845
+4% +$4.91M 11.59% 2
2021
Q1 		$116M Buy
648,859
+70,960
+12% +$12.2M 12.1% 2
2020
Q4 		$101M Buy
577,899
+26,982
+5% +$4.58M 9.71% 3
2020
Q3 		$90M Buy
550,917
+64,788
+13% +$10.4M 8.22% 4
2020
Q2 		$72.7M Buy
486,129
+427,838
+734% +$63.4M 7.23% 5
2020
Q1 		$8.03M Buy
58,291
+10,015
+21% +$1.54M 0.9% 9
2019
Q4 		$7.78M Buy
48,276
+16,372
+51% +$2.57M 0.69% 10
2019
Q3 		$5M Buy
31,904
+4,918
+18% +$756K 0.55% 10
2019
Q2 		$4.01M Buy
26,986
+3,652
+16% +$538K 0.47% 8
2019
Q1 		$3.39M Buy
23,334
+2,942
+14% +$408K 0.41% 12
2018
Q4 		$2.67M Buy
20,392
+11,214
+122% +$1.57M 0.4% 13
2018
Q3 		$1.29M Sell
9,178
-303
-3% -$42.3K 0.21% 26
2018
Q2 		$1.27M Sell
9,481
-5,269
-36% -$697K 0.23% 20
2018
Q1 		$2.01M Buy
14,750
+275
+2% +$39K 0.39% 13
2017
Q4 		$2.11M Buy
+14,475
New +$2.04M 0.45% 11

Other funds holding VDC

PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
RWM
Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
SG
Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return

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

Merit Financial Group reduced its Vanguard Consumer Staples ETF (VDC) stake by 6% in Q2 2026, selling an estimated $205K and leaving 13,996 shares worth $3.16M. The position accounts for 0.02% of the portfolio, ranked #569.

Merit Financial Group first reported a position in VDC in Q4 2017 and has held it in 35 quarters since. The position peaked at $123M in Q2 2021. 95 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

  • Merit Financial Group held 13,996 shares of Vanguard Consumer Staples ETF worth $3.16M as of Q2 2026.
  • Merit Financial Group sold 899 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $205K.
  • Vanguard Consumer Staples ETF made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #569 holding.
  • Merit Financial Group first reported a position in Vanguard Consumer Staples ETF in Q4 2017 and has held it in 35 quarters since.
  • Merit Financial Group's Vanguard Consumer Staples ETF position peaked at $123M in Q2 2021.
  • 95 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

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