MFG
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Merit Financial Group’s Vanguard Growth ETF VUG Stock Holding History

Merit Financial Group’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$426M Buy
4,950,559
+5,221
+0.1% +$439K 2.6% 1
2026
Q1 		$360M Buy
4,945,338
+37,968
+0.8% +$2.95M 2.67% 1
2025
Q4 		$399M Buy
4,907,370
+42,108
+0.9% +$3.42M 3.2% 1
2025
Q3 		$389M Sell
4,865,262
-39,456
-0.8% -$3.02M 3.57% 1
2025
Q2 		$358M Buy
4,904,718
+2,084,472
+74% +$137M 4% 1
2025
Q1 		$174M Buy
2,820,246
+55,116
+2% +$3.72M 2.61% 3
2024
Q4 		$189M Sell
2,765,130
-415,848
-13% -$27.9M 3.4% 1
2024
Q3 		$204M Sell
3,180,978
-585,606
-16% -$36.3M 4.55% 3
2024
Q2 		$235M Sell
3,766,584
-94,524
-2% -$5.51M 5.18% 2
2024
Q1 		$218M Sell
3,861,108
-289,614
-7% -$15.9M 5.2% 2
2023
Q4 		$215M Buy
4,150,722
+56,544
+1% +$2.73M 6.54% 3
2023
Q3 		$186M Buy
4,094,178
+73,344
+2% +$3.46M 6.08% 3
2023
Q2 		$190M Sell
4,020,834
-775,128
-16% -$33.6M 6.14% 3
2023
Q1 		$199M Sell
4,795,962
-573,492
-11% -$22.3M 7.25% 3
2022
Q4 		$191M Buy
5,369,454
+136,848
+3% +$5.03M 6.9% 2
2022
Q3 		$187M Sell
5,232,606
-1,240,428
-19% -$49.9M 8.1% 2
2022
Q2 		$240M Buy
6,473,034
+476,100
+8% +$19.6M 7.44% 2
2022
Q1 		$287M Sell
5,996,934
-556,002
-8% -$26.3M 17.34% 1
2021
Q4 		$350M Sell
6,552,936
-138,756
-2% -$7.23M 34.38% 1
2021
Q3 		$324M Buy
6,691,692
+167,418
+3% +$8.33M 33.87% 1
2021
Q2 		$312M Buy
6,524,274
+227,970
+4% +$10.4M 29.32% 1
2021
Q1 		$270M Buy
6,296,304
+572,196
+10% +$24.5M 28.22% 1
2020
Q4 		$242M Sell
5,724,108
-102,588
-2% -$4.09M 23.36% 1
2020
Q3 		$221M Buy
5,826,696
+75,762
+1% +$2.8M 20.19% 1
2020
Q2 		$194M Sell
5,750,934
-1,218,606
-17% -$37.5M 19.27% 1
2020
Q1 		$182M Sell
6,969,540
-253,722
-4% -$7.6M 20.34% 1
2019
Q4 		$219M Buy
7,223,262
+308,988
+4% +$8.92M 19.41% 1
2019
Q3 		$192M Sell
6,914,274
-602,802
-8% -$16.7M 20.95% 1
2019
Q2 		$205M Buy
7,517,076
+117,420
+2% +$3.14M 24.01% 1
2019
Q1 		$193M Buy
7,399,656
+308,070
+4% +$7.6M 23.53% 1
2018
Q4 		$159M Buy
7,091,586
+35,604
+0.5% +$863K 23.88% 1
2018
Q3 		$189M Buy
7,055,982
+346,536
+5% +$9.07M 30.33% 1
2018
Q2 		$168M Buy
6,709,446
+502,038
+8% +$12.3M 30.01% 1
2018
Q1 		$147M Buy
6,207,408
+496,962
+9% +$12.1M 28.84% 2
2017
Q4 		$134M Buy
+5,710,446
New +$131M 28.5% 2

Other funds holding VUG

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
CM
Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return

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

Merit Financial Group increased its Vanguard Growth ETF (VUG) stake by 0.11% in Q2 2026, buying an estimated $439K and bringing the position to 4,950,559 shares worth $426M. The position accounts for 2.6% of the portfolio, ranked #1.

Merit Financial Group first reported a position in VUG in Q4 2017 and has held it in 35 quarters since. 581 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Merit Financial Group held 4,950,559 shares of Vanguard Growth ETF worth $426M as of Q2 2026.
  • Merit Financial Group bought 5,221 Vanguard Growth ETF shares in Q2 2026, an estimated $439K.
  • Vanguard Growth ETF made up 2.6% of Merit Financial Group's portfolio in Q2 2026, its #1 holding.
  • Merit Financial Group first reported a position in Vanguard Growth ETF in Q4 2017 and has held it in 35 quarters since.
  • 581 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

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