MFG
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Merit Financial Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Merit Financial Group’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$108M Buy
290,722
+14,771
+5% +$5.28M 0.66% 33
2026
Q1 		$88.5M Sell
275,951
-29,065
-10% -$9.75M 0.66% 32
2025
Q4 		$102M Sell
305,016
-91,256
-23% -$30.4M 0.82% 27
2025
Q3 		$130M Buy
396,272
+25,304
+7% +$7.99M 1.19% 16
2025
Q2 		$113M Buy
370,968
+30,109
+9% +$8.47M 1.26% 15
2025
Q1 		$93.7M Buy
340,859
+71,961
+27% +$20.9M 1.4% 14
2024
Q4 		$77.9M Sell
268,898
-82,442
-23% -$24.1M 1.4% 15
2024
Q3 		$99.5M Buy
351,340
+59,087
+20% +$16.1M 2.22% 9
2024
Q2 		$78.2M Buy
292,253
+826
+0.3% +$214K 1.72% 11
2024
Q1 		$73.9M Buy
291,427
+6,836
+2% +$1.69M 1.76% 11
2023
Q4 		$67.5M Buy
284,591
+11,833
+4% +$2.62M 2.05% 10
2023
Q3 		$57.9M Buy
272,758
+16,929
+7% +$3.75M 1.9% 11
2023
Q2 		$56.4M Buy
255,829
+9,751
+4% +$2.03M 1.82% 11
2023
Q1 		$50.2M Sell
246,078
-539,615
-69% -$108M 1.83% 10
2022
Q4 		$150M Sell
785,693
-13,450
-2% -$2.59M 5.43% 3
2022
Q3 		$143M Sell
799,143
-11,650
-1% -$2.32M 6.22% 3
2022
Q2 		$153M Buy
810,793
+35,767
+5% +$7.35M 4.73% 4
2022
Q1 		$176M Buy
775,026
+190,461
+33% +$42.8M 10.64% 2
2021
Q4 		$141M Buy
584,565
+62,482
+12% +$14.8M 13.84% 2
2021
Q3 		$116M Buy
522,083
+491,168
+1,589% +$112M 12.13% 2
2021
Q2 		$6.89M Buy
30,915
+347
+1% +$75.3K 0.65% 15
2021
Q1 		$6.32M Buy
30,568
+4,222
+16% +$854K 0.66% 15
2020
Q4 		$5.13M Sell
26,346
-4,251
-14% -$777K 0.5% 14
2020
Q3 		$5.21M Sell
30,597
-4,063
-12% -$683K 0.48% 14
2020
Q2 		$5.42M Sell
34,660
-3,446
-9% -$508K 0.54% 12
2020
Q1 		$4.91M Buy
38,106
+3,035
+9% +$469K 0.55% 15
2019
Q4 		$5.74M Buy
35,071
+4,270
+14% +$669K 0.51% 13
2019
Q3 		$4.65M Buy
+30,801
New +$4.64M 0.51% 11

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Merit Financial Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 5.4% in Q2 2026, buying an estimated $5.28M and bringing the position to 290,722 shares worth $108M. The position accounts for 0.66% of the portfolio, ranked #33.

Merit Financial Group first reported a position in VTI in Q3 2019 and has held it in 28 quarters since. The position peaked at $176M in Q1 2022. 3,681 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Merit Financial Group held 290,722 shares of Vanguard Morningstar Total Stock Market ETF worth $108M as of Q2 2026.
  • Merit Financial Group bought 14,771 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $5.28M.
  • Vanguard Morningstar Total Stock Market ETF made up 0.66% of Merit Financial Group's portfolio in Q2 2026, its #33 holding.
  • Merit Financial Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2019 and has held it in 28 quarters since.
  • Merit Financial Group's Vanguard Morningstar Total Stock Market ETF position peaked at $176M in Q1 2022.
  • 3,681 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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