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Merit Financial Group’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Merit Financial Group’s Portfolio VONG Stock Details VONG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.26M Sell
56,826
-65,665
-54% -$8.15M 0.04% 334
2026
Q1 		$13.4M Sell
122,491
-36,957
-23% -$4.32M 0.1% 186
2025
Q4 		$19.4M Buy
159,448
+62,623
+65% +$7.63M 0.16% 115
2025
Q3 		$11.7M Buy
96,825
+5,987
+7% +$686K 0.11% 153
2025
Q2 		$9.92M Sell
90,838
-14,102
-13% -$1.39M 0.11% 148
2025
Q1 		$9.74M Buy
+104,940
New +$10.7M 0.15% 118

Other funds holding VONG

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PCTC
Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

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

Merit Financial Group reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 54% in Q2 2026, selling an estimated $8.15M and leaving 56,826 shares worth $7.26M. The position accounts for 0.04% of the portfolio, ranked #334.

Merit Financial Group first reported a position in VONG in Q1 2025 and has held it in 6 quarters since. The position peaked at $19.4M in Q4 2025. 180 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

  • Merit Financial Group held 56,826 shares of Vanguard Russell 1000 Growth ETF worth $7.26M as of Q2 2026.
  • Merit Financial Group sold 65,665 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $8.15M.
  • Vanguard Russell 1000 Growth ETF made up 0.04% of Merit Financial Group's portfolio in Q2 2026, its #334 holding.
  • Merit Financial Group first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2025 and has held it in 6 quarters since.
  • Merit Financial Group's Vanguard Russell 1000 Growth ETF position peaked at $19.4M in Q4 2025.
  • 180 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

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