MFG
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Merit Financial Group’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Merit Financial Group’s Portfolio VTWO Stock Details VTWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$586K Buy
4,825
+1,054
+28% +$120K ﹤0.01% 1407
2026
Q1 		$378K Buy
+3,771
New +$393K ﹤0.01% 1532

Other funds holding VTWO

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
SRSA
S.R. Schill & Associates Mercer Island, Washington $166M AUM 17.84% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

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

Merit Financial Group increased its Vanguard Russell 2000 ETF (VTWO) stake by 28% in Q2 2026, buying an estimated $120K and bringing the position to 4,825 shares worth $586K. The position accounts for ﹤0.01% of the portfolio, ranked #1407.

Merit Financial Group first reported a position in VTWO in Q1 2026 and has held it in 2 quarters since. 184 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • Merit Financial Group held 4,825 shares of Vanguard Russell 2000 ETF worth $586K as of Q2 2026.
  • Merit Financial Group bought 1,054 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $120K.
  • Vanguard Russell 2000 ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1407 holding.
  • Merit Financial Group first reported a position in Vanguard Russell 2000 ETF in Q1 2026 and has held it in 2 quarters since.
  • 184 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

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