Merit Financial Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $10.9M | Buy |
31,716
+1,484
| +5% | +$495K | 0.07% | 244 |
|
|
2026
Q1 | $9.03M | Buy |
30,232
+291
| +1% | +$91K | 0.07% | 245 |
|
|
2025
Q4 | $9.43M | Buy |
29,941
+3,759
| +14% | +$1.17M | 0.08% | 213 |
|
|
2025
Q3 | $8.06M | Sell |
26,182
-307
| -1% | -$90.9K | 0.07% | 202 |
|
|
2025
Q2 | $7.56M | Sell |
26,489
-607
| -2% | -$160K | 0.08% | 186 |
|
|
2025
Q1 | $6.96M | Sell |
27,096
-802
| -3% | -$217K | 0.1% | 158 |
|
|
2024
Q4 | $7.52M | Sell |
27,898
-443
| -2% | -$120K | 0.14% | 136 |
|
|
2024
Q3 | $7.46M | Buy |
28,341
+25,898
| +1,060% | +$6.57M | 0.17% | 111 |
|
|
2024
Q2 | $610K | Buy |
2,443
+166
| +7% | +$39.9K | 0.01% | 536 |
|
|
2024
Q1 | $535K | Buy |
2,277
+65
| +3% | +$14.9K | 0.01% | 559 |
|
|
2023
Q4 | $483K | Sell |
2,212
-234
| -10% | -$47.8K | 0.01% | 508 |
|
|
2023
Q3 | $479K | Buy |
2,446
+1,407
| +135% | +$287K | 0.02% | 468 |
|
|
2023
Q2 | $211K | Sell |
1,039
-2,318
| -69% | -$444K | 0.01% | 692 |
|
|
2023
Q1 | $627K | Sell |
3,357
-742
| -18% | -$135K | 0.02% | 358 |
|
|
2022
Q4 | $714K | Sell |
4,099
-1,396
| -25% | -$245K | 0.03% | 354 |
|
|
2022
Q3 | $899K | Sell |
5,495
-5,263
| -49% | -$957K | 0.04% | 266 |
|
|
2022
Q2 | $1.85M | Buy |
10,758
+7,235
| +205% | +$1.36M | 0.06% | 186 |
|
|
2022
Q1 | $734K | Sell |
3,523
-106
| -3% | -$21.8K | 0.04% | 190 |
|
|
2021
Q4 | $802K | Sell |
3,629
-183
| -5% | -$39.2K | 0.08% | 123 |
|
|
2021
Q3 | $766K | Sell |
3,812
-143
| -4% | -$29.6K | 0.08% | 121 |
|
|
2021
Q2 | $794K | Sell |
3,955
-34
| -0.9% | -$6.64K | 0.07% | 118 |
|
|
2021
Q1 | $739K | Sell |
3,989
-132
| -3% | -$23.9K | 0.08% | 117 |
|
|
2020
Q4 | $724K | Sell |
4,121
-66
| -2% | -$11K | 0.07% | 108 |
|
|
2020
Q3 | $655K | Sell |
4,187
-178
| -4% | -$27.4K | 0.06% | 118 |
|
|
2020
Q2 | $624K | Sell |
4,365
-109
| -2% | -$14.7K | 0.06% | 110 |
|
|
2020
Q1 | $530K | Sell |
4,474
-840
| -16% | -$118K | 0.06% | 119 |
|
|
2019
Q4 | $786K | Buy |
5,314
+4
| +0.1% | +$566 | 0.07% | 101 |
|
|
2019
Q3 | $724K | Sell |
5,310
-747
| -12% | -$101K | 0.08% | 63 |
|
|
2019
Q2 | $815K | Sell |
6,057
-303
| -5% | -$40.1K | 0.1% | 38 |
|
|
2019
Q1 | $825K | Sell |
6,360
-436
| -6% | -$54.5K | 0.1% | 38 |
|
|
2018
Q4 | $780K | Sell |
6,796
-136
| -2% | -$16.8K | 0.12% | 32 |
|
|
2018
Q3 | $925K | Sell |
6,932
-57
| -0.8% | -$7.47K | 0.15% | 32 |
|
|
2018
Q2 | $871K | Sell |
6,989
-3,014
| -30% | -$374K | 0.16% | 30 |
|
|
2018
Q1 | $1.21M | Sell |
10,003
-1,277
| -11% | -$160K | 0.24% | 21 |
|
|
2017
Q4 | $1.38M | Buy |
+11,280
| New | +$1.35M | 0.29% | 16 |
|
Other funds holding VV
NMIFOAC
JFGLC
Merit Financial Group's VV Position: Q2 2026 in Review
Merit Financial Group increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 4.9% in Q2 2026, buying an estimated $495K and bringing the position to 31,716 shares worth $10.9M. The position accounts for 0.07% of the portfolio, ranked #244.
Merit Financial Group first reported a position in VV in Q4 2017 and has held it in 35 quarters since. 1,364 funds tracked by Wall St. Rank hold VV as of Q2 2026.
- Merit Financial Group held 31,716 shares of Vanguard Morningstar Large-Cap ETF worth $10.9M as of Q2 2026.
- Merit Financial Group bought 1,484 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $495K.
- Vanguard Morningstar Large-Cap ETF made up 0.07% of Merit Financial Group's portfolio in Q2 2026, its #244 holding.
- Merit Financial Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2017 and has held it in 35 quarters since.
- 1,364 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.
Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.