MFG
VOOV icon

Merit Financial Group’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Merit Financial Group’s Portfolio VOOV Stock Details VOOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.9M Sell
76,962
-67
-0.1% -$14.5K 0.1% 170
2026
Q1 		$15.7M Buy
77,029
+1,509
+2% +$316K 0.12% 158
2025
Q4 		$15.5M Buy
75,520
+1,202
+2% +$243K 0.12% 141
2025
Q3 		$14.8M Sell
74,318
-6,093
-8% -$1.18M 0.14% 126
2025
Q2 		$15.2M Sell
80,411
-1,099
-1% -$198K 0.17% 97
2025
Q1 		$15M Sell
81,510
-8,917
-10% -$1.67M 0.22% 80
2024
Q4 		$16.7M Sell
90,427
-1,208
-1% -$232K 0.3% 63
2024
Q3 		$17.5M Sell
91,635
-904
-1% -$166K 0.39% 41
2024
Q2 		$16.3M Sell
92,539
-1,261
-1% -$222K 0.36% 49
2024
Q1 		$16.3M Sell
93,800
-1,919
-2% -$330K 0.39% 42
2023
Q4 		$16.1M Sell
95,719
-361
-0.4% -$56.1K 0.49% 30
2023
Q3 		$14.3M Sell
96,080
-1,919
-2% -$300K 0.47% 33
2023
Q2 		$15.3M Sell
97,999
-9,103
-8% -$1.36M 0.49% 31
2023
Q1 		$15.7M Sell
107,102
-3,544
-3% -$517K 0.57% 28
2022
Q4 		$15.5M Sell
110,646
-16,495
-13% -$2.28M 0.56% 23
2022
Q3 		$15.8M Sell
127,141
-86,804
-41% -$11.9M 0.68% 19
2022
Q2 		$28.4M Buy
213,945
+140,706
+192% +$20.1M 0.88% 22
2022
Q1 		$11M Buy
+73,239
New +$10.9M 0.67% 19

Other funds holding VOOV

SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
EFG
Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return
FBT
First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
RIG
Ramiah Investment Group Brookfield, Wisconsin $131M AUM 20.75% 1-Year Est. Return
HPM
Hoxton Planning & Management Shepherdstown, West Virginia $383M AUM 23.37% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return

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

Merit Financial Group reduced its Vanguard S&P 500 Value ETF (VOOV) stake by 0.09% in Q2 2026, selling an estimated $14.5K and leaving 76,962 shares worth $16.9M. The position accounts for 0.1% of the portfolio, ranked #170.

Merit Financial Group first reported a position in VOOV in Q1 2022 and has held it in 18 quarters since. The position peaked at $28.4M in Q2 2022. 68 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

  • Merit Financial Group held 76,962 shares of Vanguard S&P 500 Value ETF worth $16.9M as of Q2 2026.
  • Merit Financial Group sold 67 Vanguard S&P 500 Value ETF shares in Q2 2026, an estimated $14.5K.
  • Vanguard S&P 500 Value ETF made up 0.1% of Merit Financial Group's portfolio in Q2 2026, its #170 holding.
  • Merit Financial Group first reported a position in Vanguard S&P 500 Value ETF in Q1 2022 and has held it in 18 quarters since.
  • Merit Financial Group's Vanguard S&P 500 Value ETF position peaked at $28.4M in Q2 2022.
  • 68 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

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