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Merit Financial Group’s Vanguard Total World Stock ETF VT Stock Holding History

Merit Financial Group’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.92M Buy
56,802
+302
+0.5% +$46.1K 0.05% 280
2026
Q1 		$7.82M Buy
56,500
+5,833
+12% +$839K 0.06% 284
2025
Q4 		$7.15M Sell
50,667
-2,449
-5% -$342K 0.06% 259
2025
Q3 		$7.32M Buy
53,116
+9,339
+21% +$1.24M 0.07% 220
2025
Q2 		$5.63M Buy
43,777
+21,146
+93% +$2.53M 0.06% 244
2025
Q1 		$2.62M Buy
22,631
+17,357
+329% +$2.08M 0.04% 355
2024
Q4 		$620K Buy
5,274
+1,568
+42% +$188K 0.01% 646
2024
Q3 		$444K Buy
3,706
+481
+15% +$55.3K 0.01% 581
2024
Q2 		$363K Hold
3,225
– – 0.01% 661
2024
Q1 		$351K Buy
3,225
+15
+0.5% +$1.59K 0.01% 653
2023
Q4 		$330K Hold
3,210
– – 0.01% 597
2023
Q3 		$299K Hold
3,210
– – 0.01% 588
2023
Q2 		$311K Hold
3,210
– – 0.01% 585
2023
Q1 		$296K Hold
3,210
– – 0.01% 514
2022
Q4 		$277K Hold
3,210
– – 0.01% 558
2022
Q3 		$253K Hold
3,210
– – 0.01% 476
2022
Q2 		$274K Hold
3,210
– – 0.01% 463
2022
Q1 		$325K Sell
3,210
-38
-1% -$3.85K 0.02% 293
2021
Q4 		$349K Sell
3,248
-10
-0.3% -$1.06K 0.03% 204
2021
Q3 		$332K Buy
3,258
+10
+0.3% +$1.05K 0.03% 194
2021
Q2 		$336K Buy
+3,248
New +$331K 0.03% 195

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

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

Merit Financial Group increased its Vanguard Total World Stock ETF (VT) stake by 0.53% in Q2 2026, buying an estimated $46.1K and bringing the position to 56,802 shares worth $8.92M. The position accounts for 0.05% of the portfolio, ranked #280.

Merit Financial Group first reported a position in VT in Q2 2021 and has held it in 21 quarters since. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Merit Financial Group held 56,802 shares of Vanguard Total World Stock ETF worth $8.92M as of Q2 2026.
  • Merit Financial Group bought 302 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $46.1K.
  • Vanguard Total World Stock ETF made up 0.05% of Merit Financial Group's portfolio in Q2 2026, its #280 holding.
  • Merit Financial Group first reported a position in Vanguard Total World Stock ETF in Q2 2021 and has held it in 21 quarters since.
  • 1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

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