MFG
VIOO icon

Merit Financial Group’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Merit Financial Group’s Portfolio VIOO Stock Details VIOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$582K Buy
4,234
+2
+0% +$254 ﹤0.01% 1410
2026
Q1 		$486K Buy
4,232
+1,539
+57% +$180K ﹤0.01% 1390
2025
Q4 		$299K Hold
2,693
– – ﹤0.01% 1567
2025
Q3 		$297K Sell
2,693
-109
-4% -$11.6K ﹤0.01% 1463
2025
Q2 		$284K Sell
2,802
-488
-15% -$46.6K ﹤0.01% 1366
2025
Q1 		$318K Buy
3,290
+105
+3% +$10.9K ﹤0.01% 1103
2024
Q4 		$338K Sell
3,185
-146
-4% -$16.1K 0.01% 881
2024
Q3 		$360K Sell
3,331
-117
-3% -$12.2K 0.01% 634
2024
Q2 		$339K Hold
3,448
– – 0.01% 682
2024
Q1 		$339K Sell
3,448
-824
-19% -$80.1K 0.01% 665
2023
Q4 		$424K Buy
4,272
+1,227
+40% +$109K 0.01% 530
2023
Q3 		$266K Sell
3,045
-805
-21% -$74.2K 0.01% 621
2023
Q2 		$354K Sell
3,850
-110
-3% -$9.63K 0.01% 549
2023
Q1 		$352K Sell
3,960
-1,046
-21% -$95.8K 0.01% 475
2022
Q4 		$434K Buy
5,006
+514
+11% +$45.6K 0.02% 458
2022
Q3 		$363K Buy
4,492
+22
+0.5% +$1.97K 0.02% 404
2022
Q2 		$380K Buy
4,470
+874
+24% +$79.8K 0.01% 404
2022
Q1 		$356K Sell
3,596
-40
-1% -$3.96K 0.02% 279
2021
Q4 		$382K Buy
3,636
+10
+0.3% +$1.05K 0.04% 194
2021
Q3 		$365K Sell
3,626
-122
-3% -$12.3K 0.04% 187
2021
Q2 		$389K Buy
3,748
+742
+25% +$75.8K 0.04% 180
2021
Q1 		$299K Buy
+3,006
New +$288K 0.03% 190

Other funds holding VIOO

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
WWM
Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
FCC
Flower City Capital Pittsford, New York $227M AUM 23.31% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
FAB
First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

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

Merit Financial Group increased its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 0.05% in Q2 2026, buying an estimated $254 and bringing the position to 4,234 shares worth $582K. The position accounts for ﹤0.01% of the portfolio, ranked #1410.

Merit Financial Group first reported a position in VIOO in Q1 2021 and has held it in 22 quarters since. 67 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

  • Merit Financial Group held 4,234 shares of Vanguard S&P Small-Cap 600 ETF worth $582K as of Q2 2026.
  • Merit Financial Group bought 2 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $254.
  • Vanguard S&P Small-Cap 600 ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1410 holding.
  • Merit Financial Group first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2021 and has held it in 22 quarters since.
  • 67 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

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