Merit Financial Group
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
Q3 		$536K Hold
4,234
– – ﹤0.01% 1533
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% -$16.2K 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% -$9.6K 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

Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Hantz Financial Services
Hantz Financial Services Southfield, Michigan $7.48B AUM 14.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Warwick Investment Management
Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return

Merit Financial Group's VIOO Position: Q3 2026 in Review

Merit Financial Group held its Vanguard S&P Small-Cap 600 ETF (VIOO) position steady in Q3 2026 at 4,234 shares worth $536K. The position accounts for ﹤0.01% of the portfolio, ranked #1533.

Merit Financial Group first reported a position in VIOO in Q1 2021 and has held it in 23 quarters since. The position peaked at $582K in Q2 2026. 306 funds tracked by Wall St. Rank hold VIOO as of Q3 2026.

  • Merit Financial Group held 4,234 shares of Vanguard S&P Small-Cap 600 ETF worth $536K as of Q3 2026.
  • Merit Financial Group left its Vanguard S&P Small-Cap 600 ETF share count unchanged in Q3 2026.
  • Vanguard S&P Small-Cap 600 ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #1533 holding.
  • Merit Financial Group first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2021 and has held it in 23 quarters since.
  • Merit Financial Group's Vanguard S&P Small-Cap 600 ETF position peaked at $582K in Q2 2026.
  • 306 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.