Merit Financial Group’s Vanguard Real Estate ETF VNQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.02M | Sell |
62,402
-3,005
| -5% | -$287K | 0.04% | 381 |
|
|
2026
Q1 | $5.8M | Sell |
65,407
-124
| -0.2% | -$11.4K | 0.04% | 351 |
|
|
2025
Q4 | $5.8M | Sell |
65,531
-2,876
| -4% | -$258K | 0.05% | 326 |
|
|
2025
Q3 | $6.25M | Buy |
68,407
+13,637
| +25% | +$1.24M | 0.06% | 264 |
|
|
2025
Q2 | $4.88M | Buy |
54,770
+6,090
| +13% | +$537K | 0.05% | 284 |
|
|
2025
Q1 | $4.41M | Buy |
48,680
+15,602
| +47% | +$1.42M | 0.07% | 248 |
|
|
2024
Q4 | $2.95M | Buy |
33,078
+3,671
| +12% | +$347K | 0.05% | 280 |
|
|
2024
Q3 | $2.86M | Sell |
29,407
-2,420
| -8% | -$223K | 0.06% | 230 |
|
|
2024
Q2 | $2.67M | Sell |
31,827
-4,201
| -12% | -$347K | 0.06% | 229 |
|
|
2024
Q1 | $2.93M | Buy |
36,028
+10,374
| +40% | +$886K | 0.07% | 214 |
|
|
2023
Q4 | $2.27M | Sell |
25,654
-2,062
| -7% | -$163K | 0.07% | 183 |
|
|
2023
Q3 | $2.1M | Sell |
27,716
-2,962
| -10% | -$244K | 0.07% | 210 |
|
|
2023
Q2 | $2.56M | Buy |
30,678
+12,634
| +70% | +$1.04M | 0.08% | 190 |
|
|
2023
Q1 | $1.5M | Buy |
18,044
+747
| +4% | +$64.2K | 0.05% | 235 |
|
|
2022
Q4 | $1.43M | Buy |
17,297
+1,186
| +7% | +$98.3K | 0.05% | 239 |
|
|
2022
Q3 | $1.29M | Buy |
16,111
+10,176
| +171% | +$952K | 0.06% | 211 |
|
|
2022
Q2 | $541K | Buy |
5,935
+1,032
| +21% | +$103K | 0.02% | 346 |
|
|
2022
Q1 | $531K | Sell |
4,903
-52
| -1% | -$5.5K | 0.03% | 226 |
|
|
2021
Q4 | $575K | Buy |
4,955
+948
| +24% | +$104K | 0.06% | 154 |
|
|
2021
Q3 | $408K | Buy |
4,007
+431
| +12% | +$45.7K | 0.04% | 176 |
|
|
2021
Q2 | $364K | Sell |
3,576
-118
| -3% | -$11.7K | 0.03% | 183 |
|
|
2021
Q1 | $339K | Buy |
3,694
+1,332
| +56% | +$117K | 0.04% | 180 |
|
|
2020
Q4 | $201K | Sell |
2,362
-1,243
| -34% | -$103K | 0.02% | 204 |
|
|
2020
Q3 | $285K | Sell |
3,605
-192
| -5% | -$15.4K | 0.03% | 181 |
|
|
2020
Q2 | $298K | Sell |
3,797
-1,742
| -31% | -$132K | 0.03% | 165 |
|
|
2020
Q1 | $387K | Sell |
5,539
-2,938
| -35% | -$258K | 0.04% | 144 |
|
|
2019
Q4 | $787K | Buy |
8,477
+3,903
| +85% | +$361K | 0.07% | 100 |
|
|
2019
Q3 | $427K | Buy |
+4,574
| New | +$415K | 0.05% | 98 |
|
|
2018
Q4 | – | Sell |
-2,682
| Closed | -$216K | – | 120 |
|
|
2018
Q3 | $216K | Hold |
2,682
| – | – | 0.03% | 110 |
|
|
2018
Q2 | $218K | Sell |
2,682
-190
| -7% | -$14.7K | 0.04% | 110 |
|
|
2018
Q1 | $216K | Buy |
2,872
+133
| +5% | +$10.2K | 0.04% | 103 |
|
|
2017
Q4 | $227K | Buy |
+2,739
| New | +$230K | 0.05% | 102 |
|
Other funds holding VNQ
Merit Financial Group's VNQ Position: Q2 2026 in Review
Merit Financial Group reduced its Vanguard Real Estate ETF (VNQ) stake by 4.6% in Q2 2026, selling an estimated $287K and leaving 62,402 shares worth $6.02M. The position accounts for 0.04% of the portfolio, ranked #381.
Merit Financial Group first reported a position in VNQ in Q4 2017 and has held it in 32 quarters since. The position peaked at $6.25M in Q3 2025. 1,803 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.
- Merit Financial Group held 62,402 shares of Vanguard Real Estate ETF worth $6.02M as of Q2 2026.
- Merit Financial Group sold 3,005 Vanguard Real Estate ETF shares in Q2 2026, an estimated $287K.
- Vanguard Real Estate ETF made up 0.04% of Merit Financial Group's portfolio in Q2 2026, its #381 holding.
- Merit Financial Group first reported a position in Vanguard Real Estate ETF in Q4 2017 and has held it in 32 quarters since.
- Merit Financial Group's Vanguard Real Estate ETF position peaked at $6.25M in Q3 2025.
- 1,803 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.
Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.