MFG
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Merit Financial Group’s Vanguard Health Care ETF VHT Stock Holding History

Merit Financial Group’s Portfolio VHT Stock Details VHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.86M Buy
32,984
+13
+0% +$3.61K 0.06% 262
2026
Q1 		$8.98M Buy
32,971
+1,999
+6% +$571K 0.07% 246
2025
Q4 		$8.92M Buy
30,972
+14,111
+84% +$3.94M 0.07% 220
2025
Q3 		$4.38M Sell
16,861
-1,655
-9% -$415K 0.04% 344
2025
Q2 		$4.6M Sell
18,516
-145
-0.8% -$35.8K 0.05% 301
2025
Q1 		$4.94M Buy
18,661
+4,204
+29% +$1.12M 0.07% 225
2024
Q4 		$3.67M Sell
14,457
-894
-6% -$241K 0.07% 234
2024
Q3 		$4.33M Sell
15,351
-3,352
-18% -$931K 0.1% 162
2024
Q2 		$4.97M Buy
18,703
+1,411
+8% +$370K 0.11% 144
2024
Q1 		$4.46M Buy
17,292
+15,085
+684% +$3.96M 0.11% 152
2023
Q4 		$553K Buy
2,207
+11
+0.5% +$2.6K 0.02% 460
2023
Q3 		$516K Sell
2,196
-212
-9% -$51.7K 0.02% 453
2023
Q2 		$589K Sell
2,408
-60
-2% -$14.6K 0.02% 428
2023
Q1 		$588K Sell
2,468
-795
-24% -$191K 0.02% 365
2022
Q4 		$809K Buy
3,263
+81
+3% +$19.6K 0.03% 325
2022
Q3 		$712K Buy
3,182
+1,625
+104% +$388K 0.03% 299
2022
Q2 		$367K Sell
1,557
-14
-0.9% -$3.37K 0.01% 412
2022
Q1 		$400K Buy
1,571
+99
+7% +$24.5K 0.02% 266
2021
Q4 		$392K Buy
+1,472
New +$375K 0.04% 190
2018
Q1 		– Sell
-2,457
Closed -$378K – 123
2017
Q4 		$378K Buy
+2,457
New +$377K 0.08% 62

Other funds holding VHT

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
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Merit Financial Group increased its Vanguard Health Care ETF (VHT) stake by 0.04% in Q2 2026, buying an estimated $3.61K and bringing the position to 32,984 shares worth $9.86M. The position accounts for 0.06% of the portfolio, ranked #262.

Merit Financial Group first reported a position in VHT in Q4 2017 and has held it in 20 quarters since. 1,115 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Merit Financial Group held 32,984 shares of Vanguard Health Care ETF worth $9.86M as of Q2 2026.
  • Merit Financial Group bought 13 Vanguard Health Care ETF shares in Q2 2026, an estimated $3.61K.
  • Vanguard Health Care ETF made up 0.06% of Merit Financial Group's portfolio in Q2 2026, its #262 holding.
  • Merit Financial Group first reported a position in Vanguard Health Care ETF in Q4 2017 and has held it in 20 quarters since.
  • 1,115 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

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