MFG
VIS icon

Merit Financial Group’s Vanguard Industrials ETF VIS Stock Holding History

Merit Financial Group’s Portfolio VIS Stock Details VIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.37M Sell
3,809
-4
-0.1% -$1.36K 0.01% 912
2026
Q1 		$1.19M Buy
3,813
+218
+6% +$70.8K 0.01% 900
2025
Q4 		$1.07M Buy
3,595
+165
+5% +$49K 0.01% 918
2025
Q3 		$1.02M Buy
3,430
+4
+0.1% +$1.16K 0.01% 862
2025
Q2 		$959K Sell
3,426
-129
-4% -$33.3K 0.01% 811
2025
Q1 		$880K Buy
3,555
+232
+7% +$60K 0.01% 704
2024
Q4 		$845K Buy
3,323
+412
+14% +$110K 0.02% 547
2024
Q3 		$757K Buy
2,911
+16
+0.6% +$3.92K 0.02% 474
2024
Q2 		$681K Buy
2,895
+34
+1% +$8.1K 0.02% 508
2024
Q1 		$679K Buy
+2,861
New +$650K 0.02% 502
2023
Q4 		– Sell
-2,795
Closed -$545K – 833
2023
Q3 		$545K Sell
2,795
-161
-5% -$33K 0.02% 441
2023
Q2 		$608K Sell
2,956
-200
-6% -$38.2K 0.02% 422
2023
Q1 		$601K Buy
3,156
+1,429
+83% +$271K 0.02% 362
2022
Q4 		$315K Sell
1,727
-3,965
-70% -$709K 0.01% 530
2022
Q3 		$897K Sell
5,692
-1,634
-22% -$285K 0.04% 267
2022
Q2 		$1.2M Buy
+7,326
New +$1.3M 0.04% 234

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MM
Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return

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

Merit Financial Group reduced its Vanguard Industrials ETF (VIS) stake by 0.1% in Q2 2026, selling an estimated $1.36K and leaving 3,809 shares worth $1.37M. The position accounts for 0.01% of the portfolio, ranked #912.

Merit Financial Group first reported a position in VIS in Q2 2022 and has held it in 16 quarters since. 621 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Merit Financial Group held 3,809 shares of Vanguard Industrials ETF worth $1.37M as of Q2 2026.
  • Merit Financial Group sold 4 Vanguard Industrials ETF shares in Q2 2026, an estimated $1.36K.
  • Vanguard Industrials ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #912 holding.
  • Merit Financial Group first reported a position in Vanguard Industrials ETF in Q2 2022 and has held it in 16 quarters since.
  • 621 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

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