MFG
VOOG icon

Merit Financial Group’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Merit Financial Group’s Portfolio VOOG Stock Details VOOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$30.5M Sell
369,250
-7,664
-2% -$608K 0.19% 99
2026
Q1 		$25.6M Buy
376,914
+53,208
+16% +$3.85M 0.19% 93
2025
Q4 		$24M Buy
323,706
+3,492
+1% +$257K 0.19% 93
2025
Q3 		$23.2M Sell
320,214
-1,758
-0.5% -$122K 0.21% 88
2025
Q2 		$21.3M Buy
321,972
+54
+0% +$3.21K 0.24% 76
2025
Q1 		$17.9M Sell
321,918
-162
-0.1% -$9.82K 0.27% 70
2024
Q4 		$19.7M Buy
322,080
+25,614
+9% +$1.54M 0.35% 52
2024
Q3 		$17.1M Sell
296,466
-22,644
-7% -$1.26M 0.38% 43
2024
Q2 		$17.7M Buy
319,110
+9,402
+3% +$488K 0.39% 43
2024
Q1 		$15.5M Sell
309,708
-696
-0.2% -$33.6K 0.37% 45
2023
Q4 		$14M Sell
310,404
-4,110
-1% -$176K 0.43% 33
2023
Q3 		$12.9M Sell
314,514
-2,400
-0.8% -$102K 0.42% 37
2023
Q2 		$13.4M Sell
316,914
-8,904
-3% -$354K 0.43% 35
2023
Q1 		$12.5M Sell
325,818
-4,494
-1% -$165K 0.46% 37
2022
Q4 		$11.6M Sell
330,312
-15,558
-4% -$562K 0.42% 33
2022
Q3 		$12M Sell
345,870
-325,314
-48% -$12.7M 0.52% 24
2022
Q2 		$24.3M Buy
671,184
+407,262
+154% +$16.2M 0.75% 25
2022
Q1 		$12.1M Buy
+263,922
New +$11.9M 0.73% 15

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Merit Financial Group reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 2% in Q2 2026, selling an estimated $608K and leaving 369,250 shares worth $30.5M. The position accounts for 0.19% of the portfolio, ranked #99.

Merit Financial Group first reported a position in VOOG in Q1 2022 and has held it in 18 quarters since. 751 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

  • Merit Financial Group held 369,250 shares of Vanguard S&P 500 Growth ETF worth $30.5M as of Q2 2026.
  • Merit Financial Group sold 7,664 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $608K.
  • Vanguard S&P 500 Growth ETF made up 0.19% of Merit Financial Group's portfolio in Q2 2026, its #99 holding.
  • Merit Financial Group first reported a position in Vanguard S&P 500 Growth ETF in Q1 2022 and has held it in 18 quarters since.
  • 751 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

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