MFG
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Merit Financial Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Merit Financial Group’s Portfolio VIG Stock Details VIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.2M Sell
81,124
-2,027
-2% -$465K 0.12% 154
2026
Q1 		$17.9M Buy
83,151
+6,541
+9% +$1.46M 0.13% 136
2025
Q4 		$16.8M Buy
76,610
+3,289
+4% +$719K 0.14% 128
2025
Q3 		$15.8M Buy
73,321
+1,396
+2% +$293K 0.15% 122
2025
Q2 		$14.7M Buy
71,925
+6,506
+10% +$1.26M 0.16% 101
2025
Q1 		$12.7M Buy
65,419
+9,762
+18% +$1.94M 0.19% 89
2024
Q4 		$10.9M Sell
55,657
-1,690
-3% -$337K 0.2% 95
2024
Q3 		$11.4M Sell
57,347
-7,942
-12% -$1.51M 0.25% 65
2024
Q2 		$11.9M Buy
65,289
+1,663
+3% +$299K 0.26% 65
2024
Q1 		$11.3M Buy
63,626
+50,986
+403% +$8.96M 0.27% 65
2023
Q4 		$2.15M Buy
12,640
+2,219
+21% +$357K 0.07% 193
2023
Q3 		$1.62M Sell
10,421
-461
-4% -$74.7K 0.05% 254
2023
Q2 		$1.77M Buy
10,882
+3,721
+52% +$583K 0.06% 243
2023
Q1 		$1.1M Sell
7,161
-375
-5% -$57.4K 0.04% 277
2022
Q4 		$1.14M Buy
7,536
+3,316
+79% +$494K 0.04% 273
2022
Q3 		$570K Sell
4,220
-4,103
-49% -$611K 0.02% 332
2022
Q2 		$1.19M Buy
8,323
+4,473
+116% +$681K 0.04% 236
2022
Q1 		$624K Buy
3,850
+1,021
+36% +$165K 0.04% 209
2021
Q4 		$486K Sell
2,829
-38
-1% -$6.26K 0.05% 168
2021
Q3 		$440K Buy
2,867
+130
+5% +$20.7K 0.05% 171
2021
Q2 		$424K Buy
2,737
+1
+0% +$153 0.04% 173
2021
Q1 		$402K Sell
2,736
-30
-1% -$4.27K 0.04% 169
2020
Q4 		$390K Sell
2,766
-155
-5% -$21K 0.04% 151
2020
Q3 		$376K Buy
2,921
+540
+23% +$67.9K 0.03% 164
2020
Q2 		$279K Hold
2,381
– – 0.03% 171
2020
Q1 		$246K Sell
2,381
-15
-0.6% -$1.79K 0.03% 180
2019
Q4 		$299K Buy
+2,396
New +$290K 0.03% 188

Other funds holding VIG

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
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 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 VIG Position: Q2 2026 in Review

Merit Financial Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 2.4% in Q2 2026, selling an estimated $465K and leaving 81,124 shares worth $19.2M. The position accounts for 0.12% of the portfolio, ranked #154.

Merit Financial Group first reported a position in VIG in Q4 2019 and has held it in 27 quarters since. 2,602 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Merit Financial Group held 81,124 shares of Vanguard Dividend Appreciation ETF worth $19.2M as of Q2 2026.
  • Merit Financial Group sold 2,027 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $465K.
  • Vanguard Dividend Appreciation ETF made up 0.12% of Merit Financial Group's portfolio in Q2 2026, its #154 holding.
  • Merit Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,602 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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