MFG
VSS icon

Merit Financial Group’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Merit Financial Group’s Portfolio VSS Stock Details VSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$901K Sell
5,842
-64
-1% -$10K 0.01% 1135
2026
Q1 		$861K Buy
5,906
+641
+12% +$96.9K 0.01% 1066
2025
Q4 		$755K Sell
5,265
-858
-14% -$122K 0.01% 1070
2025
Q3 		$873K Buy
6,123
+191
+3% +$26.5K 0.01% 922
2025
Q2 		$797K Buy
5,932
+1,187
+25% +$146K 0.01% 894
2025
Q1 		$549K Sell
4,745
-303
-6% -$35.2K 0.01% 888
2024
Q4 		$578K Sell
5,048
-228
-4% -$27.4K 0.01% 677
2024
Q3 		$665K Sell
5,276
-162
-3% -$19.5K 0.01% 503
2024
Q2 		$639K Sell
5,438
-2,074
-28% -$243K 0.01% 524
2024
Q1 		$881K Sell
7,512
-2,003
-21% -$227K 0.02% 437
2023
Q4 		$1.09M Buy
9,515
+362
+4% +$38.9K 0.03% 292
2023
Q3 		$972K Buy
9,153
+63
+0.7% +$6.99K 0.03% 329
2023
Q2 		$1M Sell
9,090
-490
-5% -$54K 0.03% 338
2023
Q1 		$1.05M Sell
9,580
-1,774
-16% -$193K 0.04% 284
2022
Q4 		$1.17M Buy
11,354
+1,602
+16% +$161K 0.04% 267
2022
Q3 		$905K Buy
+9,752
New +$1.01M 0.04% 264
2020
Q2 		– Sell
-4,965
Closed -$389K – 243
2020
Q1 		$389K Buy
+4,965
New +$494K 0.04% 142

Other funds holding VSS

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Merit Financial Group reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 1.1% in Q2 2026, selling an estimated $10K and leaving 5,842 shares worth $901K. The position accounts for 0.01% of the portfolio, ranked #1135.

Merit Financial Group first reported a position in VSS in Q1 2020 and has held it in 17 quarters since. The position peaked at $1.17M in Q4 2022. 722 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

  • Merit Financial Group held 5,842 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $901K as of Q2 2026.
  • Merit Financial Group sold 64 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $10K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #1135 holding.
  • Merit Financial Group first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2020 and has held it in 17 quarters since.
  • Merit Financial Group's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $1.17M in Q4 2022.
  • 722 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

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