MFG
VGT icon

Merit Financial Group’s Vanguard Information Technology ETF VGT Stock Holding History

Merit Financial Group’s Portfolio VGT Stock Details VGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.8M Sell
173,990
-6,578
-4% -$720K 0.13% 142
2026
Q1 		$15.7M Buy
180,568
+12,096
+7% +$1.11M 0.12% 156
2025
Q4 		$15.9M Sell
168,472
-19,312
-10% -$1.83M 0.13% 137
2025
Q3 		$17.5M Buy
187,784
+48,672
+35% +$4.25M 0.16% 111
2025
Q2 		$11.5M Buy
139,112
+30,088
+28% +$2.19M 0.13% 126
2025
Q1 		$7.39M Buy
109,024
+49,464
+83% +$3.73M 0.11% 148
2024
Q4 		$4.63M Buy
59,560
+3,536
+6% +$272K 0.08% 198
2024
Q3 		$4.11M Buy
56,024
+2,760
+5% +$196K 0.09% 169
2024
Q2 		$3.84M Buy
53,264
+1,512
+3% +$101K 0.08% 179
2024
Q1 		$3.3M Buy
51,752
+10,480
+25% +$664K 0.08% 198
2023
Q4 		$2.5M Buy
41,272
+2,544
+7% +$142K 0.08% 169
2023
Q3 		$2.01M Buy
38,728
+4,640
+14% +$252K 0.07% 220
2023
Q2 		$1.88M Buy
34,088
+560
+2% +$28.1K 0.06% 229
2023
Q1 		$1.62M Sell
33,528
-6,432
-16% -$284K 0.06% 230
2022
Q4 		$1.6M Sell
39,960
-896
-2% -$36.6K 0.06% 226
2022
Q3 		$1.57M Buy
40,856
+7,728
+23% +$340K 0.07% 188
2022
Q2 		$1.35M Sell
33,128
-4,680
-12% -$211K 0.04% 215
2022
Q1 		$1.97M Buy
37,808
+4,784
+14% +$245K 0.12% 106
2021
Q4 		$1.89M Buy
33,024
+1,824
+6% +$100K 0.19% 58
2021
Q3 		$1.56M Buy
31,200
+4,160
+15% +$216K 0.16% 68
2021
Q2 		$1.35M Buy
27,040
+2,736
+11% +$129K 0.13% 81
2021
Q1 		$1.09M Sell
24,304
-1,848
-7% -$83.1K 0.11% 90
2020
Q4 		$1.16M Buy
26,152
+2,096
+9% +$86.2K 0.11% 78
2020
Q3 		$936K Buy
24,056
+5,112
+27% +$192K 0.09% 91
2020
Q2 		$660K Sell
18,944
-13,008
-41% -$406K 0.07% 105
2020
Q1 		$846K Buy
31,952
+11,776
+58% +$357K 0.09% 86
2019
Q4 		$618K Buy
20,176
+800
+4% +$22.9K 0.05% 117
2019
Q3 		$522K Buy
19,376
+536
+3% +$14.4K 0.06% 82
2019
Q2 		$496K Buy
18,840
+3,656
+24% +$94.3K 0.06% 65
2019
Q1 		$380K Sell
15,184
-50,896
-77% -$1.18M 0.05% 89
2018
Q4 		$1.38M Sell
66,080
-7,280
-10% -$165K 0.21% 25
2018
Q3 		$1.86M Buy
73,360
+3,088
+4% +$75.1K 0.3% 17
2018
Q2 		$1.59M Buy
70,272
+8,256
+13% +$185K 0.29% 15
2018
Q1 		$1.32M Buy
62,016
+14,352
+30% +$313K 0.26% 18
2017
Q4 		$981K Buy
+47,664
New +$966K 0.21% 23

Other funds holding VGT

FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
AIM
AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return
TCOO
Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return
WWM
Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

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

Merit Financial Group reduced its Vanguard Information Technology ETF (VGT) stake by 3.6% in Q2 2026, selling an estimated $720K and leaving 173,990 shares worth $20.8M. The position accounts for 0.13% of the portfolio, ranked #142.

Merit Financial Group first reported a position in VGT in Q4 2017 and has held it in 35 quarters since. 427 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Merit Financial Group held 173,990 shares of Vanguard Information Technology ETF worth $20.8M as of Q2 2026.
  • Merit Financial Group sold 6,578 Vanguard Information Technology ETF shares in Q2 2026, an estimated $720K.
  • Vanguard Information Technology ETF made up 0.13% of Merit Financial Group's portfolio in Q2 2026, its #142 holding.
  • Merit Financial Group first reported a position in Vanguard Information Technology ETF in Q4 2017 and has held it in 35 quarters since.
  • 427 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

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