MFG
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Merit Financial Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Merit Financial Group’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$135M Buy
1,674,384
+239,292
+17% +$18.6M 0.82% 28
2026
Q1 		$103M Buy
1,435,092
+182,144
+15% +$13.5M 0.77% 28
2025
Q4 		$90.9M Buy
1,252,948
+236,464
+23% +$17.2M 0.73% 29
2025
Q3 		$74.6M Buy
1,016,484
+228,344
+29% +$16.4M 0.69% 31
2025
Q2 		$55.1M Buy
788,140
+172,356
+28% +$11.3M 0.61% 35
2025
Q1 		$39.8M Buy
615,784
+384,912
+167% +$25.8M 0.6% 35
2024
Q4 		$15.2M Buy
230,872
+28,448
+14% +$1.93M 0.27% 70
2024
Q3 		$13.4M Buy
202,424
+14,036
+7% +$881K 0.3% 59
2024
Q2 		$11.4M Buy
188,388
+3,996
+2% +$243K 0.25% 72
2024
Q1 		$11.1M Buy
184,392
+139,652
+312% +$8.25M 0.26% 67
2023
Q4 		$2.6M Buy
44,740
+33,976
+316% +$1.82M 0.08% 166
2023
Q3 		$560K Buy
10,764
+592
+6% +$32.5K 0.02% 432
2023
Q2 		$560K Sell
10,172
-896
-8% -$47K 0.02% 443
2023
Q1 		$584K Sell
11,068
-8,872
-44% -$472K 0.02% 368
2022
Q4 		$1.02M Buy
19,940
+916
+5% +$46.7K 0.04% 294
2022
Q3 		$894K Sell
19,024
-1,436
-7% -$75K 0.04% 268
2022
Q2 		$1.01M Buy
20,460
+7,020
+52% +$379K 0.03% 258
2022
Q1 		$799K Buy
13,440
+8,192
+156% +$481K 0.05% 178
2021
Q4 		$334K Buy
5,248
+832
+19% +$52.2K 0.03% 209
2021
Q3 		$261K Hold
4,416
– – 0.03% 226
2021
Q2 		$262K Buy
+4,416
New +$256K 0.02% 223
2019
Q3 		– Sell
-6,644
Closed -$235K – 149
2019
Q2 		$235K Sell
6,644
-400
-6% -$16.4K 0.03% 102
2019
Q1 		$239K Buy
+7,044
New +$271K 0.03% 106
2018
Q2 		– Sell
-10,616
Closed -$337K – 120
2018
Q1 		$337K Sell
10,616
-152
-1% -$5.99K 0.07% 69
2017
Q4 		$347K Buy
+10,768
New +$406K 0.07% 73

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Merit Financial Group increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 17% in Q2 2026, buying an estimated $18.6M and bringing the position to 1,674,384 shares worth $135M. The position accounts for 0.82% of the portfolio, ranked #28.

Merit Financial Group first reported a position in VO in Q4 2017 and has held it in 25 quarters since. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Merit Financial Group held 1,674,384 shares of Vanguard Morningstar Mid-Cap ETF worth $135M as of Q2 2026.
  • Merit Financial Group bought 239,292 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $18.6M.
  • Vanguard Morningstar Mid-Cap ETF made up 0.82% of Merit Financial Group's portfolio in Q2 2026, its #28 holding.
  • Merit Financial Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2017 and has held it in 25 quarters since.
  • 2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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