Merit Financial Group
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
Q3 		$16.7M Sell
75,666
-1,296
-2% -$292K 0.09% 191
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

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Shakespeare Wealth Management
Shakespeare Wealth Management Pewaukee, Wisconsin $517M AUM 13.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Stordahl Capital Management
Stordahl Capital Management Greenwood Village, Colorado $542M AUM 12.15% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Merit Financial Group's VOOV Position: Q3 2026 in Review

Merit Financial Group reduced its Vanguard S&P 500 Value ETF (VOOV) stake by 1.7% in Q3 2026, selling an estimated $292K and leaving 75,666 shares worth $16.7M. The position accounts for 0.09% of the portfolio, ranked #191.

Merit Financial Group first reported a position in VOOV in Q1 2022 and has held it in 19 quarters since. The position peaked at $28.4M in Q2 2022. 409 funds tracked by Wall St. Rank hold VOOV as of Q3 2026.

  • Merit Financial Group held 75,666 shares of Vanguard S&P 500 Value ETF worth $16.7M as of Q3 2026.
  • Merit Financial Group sold 1,296 Vanguard S&P 500 Value ETF shares in Q3 2026, an estimated $292K.
  • Vanguard S&P 500 Value ETF made up 0.09% of Merit Financial Group's portfolio in Q3 2026, its #191 holding.
  • Merit Financial Group first reported a position in Vanguard S&P 500 Value ETF in Q1 2022 and has held it in 19 quarters since.
  • Merit Financial Group's Vanguard S&P 500 Value ETF position peaked at $28.4M in Q2 2022.
  • 409 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.