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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 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. 873 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.
  • 873 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.