MFG
VFH icon

Merit Financial Group’s Vanguard Financials ETF VFH Stock Holding History

Merit Financial Group’s Portfolio VFH Stock Details VFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.06M Sell
46,016
-85
-0.2% -$10.8K 0.04% 380
2026
Q1 		$5.57M Buy
46,101
+568
+1% +$72.4K 0.04% 358
2025
Q4 		$6.08M Buy
45,533
+346
+0.8% +$44.9K 0.05% 309
2025
Q3 		$5.93M Sell
45,187
-208
-0.5% -$26.9K 0.05% 278
2025
Q2 		$5.78M Buy
45,395
+786
+2% +$93.7K 0.06% 237
2025
Q1 		$5.33M Buy
44,609
+708
+2% +$86.3K 0.08% 209
2024
Q4 		$5.18M Buy
43,901
+178
+0.4% +$21.1K 0.09% 177
2024
Q3 		$4.81M Buy
43,723
+282
+0.6% +$29.9K 0.11% 149
2024
Q2 		$4.34M Buy
43,441
+78
+0.2% +$7.79K 0.1% 163
2024
Q1 		$4.28M Buy
+43,363
New +$4.16M 0.1% 157
2023
Q4 		– Sell
-42,825
Closed -$3.44M – 830
2023
Q3 		$3.44M Buy
42,825
+86
+0.2% +$7.19K 0.11% 139
2023
Q2 		$3.47M Hold
42,739
– – 0.11% 138
2023
Q1 		$3.33M Buy
42,739
+3,671
+9% +$311K 0.12% 126
2022
Q4 		$3.23M Buy
39,068
+11
+0% +$909 0.12% 132
2022
Q3 		$2.91M Sell
39,057
-37,633
-49% -$3.06M 0.13% 114
2022
Q2 		$5.92M Buy
+76,690
New +$6.48M 0.18% 80
2019
Q1 		– Sell
-6,181
Closed -$366K – 131
2018
Q4 		$366K Sell
6,181
-40
-0.6% -$2.6K 0.06% 69
2018
Q3 		$431K Sell
6,221
-2,257
-27% -$160K 0.07% 62
2018
Q2 		$571K Buy
8,478
+149
+2% +$10.4K 0.1% 42
2018
Q1 		$578K Sell
8,329
-6,398
-43% -$461K 0.11% 39
2017
Q4 		$1.03M Buy
+14,727
New +$998K 0.22% 22

Other funds holding VFH

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Merit Financial Group reduced its Vanguard Financials ETF (VFH) stake by 0.18% in Q2 2026, selling an estimated $10.8K and leaving 46,016 shares worth $6.06M. The position accounts for 0.04% of the portfolio, ranked #380.

Merit Financial Group first reported a position in VFH in Q4 2017 and has held it in 21 quarters since. The position peaked at $6.08M in Q4 2025. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Merit Financial Group held 46,016 shares of Vanguard Financials ETF worth $6.06M as of Q2 2026.
  • Merit Financial Group sold 85 Vanguard Financials ETF shares in Q2 2026, an estimated $10.8K.
  • Vanguard Financials ETF made up 0.04% of Merit Financial Group's portfolio in Q2 2026, its #380 holding.
  • Merit Financial Group first reported a position in Vanguard Financials ETF in Q4 2017 and has held it in 21 quarters since.
  • Merit Financial Group's Vanguard Financials ETF position peaked at $6.08M in Q4 2025.
  • 758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

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