Merit Financial Group’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Merit Financial Group’s Portfolio VWO Stock Details VWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.9M	Sell	215,426 -5,579	-3%	-$328K	0.08%	216
2026 Q1	$11.9M	Sell	221,005 -2,080	-0.9%	-$117K	0.09%	202
2025 Q4	$12M	Buy	223,085 +21,092	+10%	+$1.15M	0.1%	174
2025 Q3	$10.9M	Sell	201,993 -3,610	-2%	-$186K	0.1%	165
2025 Q2	$10.2M	Buy	205,603 +68,555	+50%	+$3.18M	0.11%	145
2025 Q1	$6.2M	Buy	137,048 +72,846	+113%	+$3.28M	0.09%	176
2024 Q4	$2.83M	Buy	64,202 +14,309	+29%	+$665K	0.05%	288
2024 Q3	$2.39M	Sell	49,893 -709	-1%	-$31.6K	0.05%	252
2024 Q2	$2.21M	Sell	50,602 -462	-0.9%	-$19.9K	0.05%	255
2024 Q1	$2.23M	Sell	51,064 -18,034	-26%	-$736K	0.05%	252
2023 Q4	$2.84M	Buy	69,098 +33,259	+93%	+$1.32M	0.09%	158
2023 Q3	$1.41M	Buy	35,839 +1,948	+6%	+$79.5K	0.05%	272
2023 Q2	$1.38M	Buy	33,891 +1,951	+6%	+$78.7K	0.04%	282
2023 Q1	$1.29M	Sell	31,940 -9,862	-24%	-$402K	0.05%	253
2022 Q4	$1.63M	Sell	41,802 -3,286	-7%	-$125K	0.06%	224
2022 Q3	$1.65M	Buy	45,088 +2,039	+5%	+$82.8K	0.07%	182
2022 Q2	$1.79M	Buy	43,049 +7,014	+19%	+$303K	0.06%	188
2022 Q1	$1.66M	Buy	36,035 +5,887	+20%	+$283K	0.1%	114
2021 Q4	$1.49M	Sell	30,148 -268	-0.9%	-$13.5K	0.15%	76
2021 Q3	$1.52M	Buy	30,416 +905	+3%	+$46.8K	0.16%	71
2021 Q2	$1.6M	Buy	29,511 +6,030	+26%	+$321K	0.15%	67
2021 Q1	$1.22M	Buy	23,481 +17,880	+319%	+$952K	0.13%	81
2020 Q4	$281K	Sell	5,601 -306	-5%	-$14.4K	0.03%	176
2020 Q3	$255K	Sell	5,907 -1,429	-19%	-$62.1K	0.02%	190
2020 Q2	$291K	Sell	7,336 -2,048	-22%	-$75.8K	0.03%	167
2020 Q1	$315K	Buy	9,384 +1,968	+27%	+$80.2K	0.04%	160
2019 Q4	$330K	Buy	+7,416	New	+$314K	0.03%	175
2018 Q4	–	Sell	-4,898	Closed	-$200K	–	122
2018 Q3	$200K	Buy	+4,898	New	+$206K	0.03%	113
2018 Q2	–	Sell	-5,549	Closed	-$260K	–	121
2018 Q1	$260K	Sell	5,549 -1,412	-20%	-$67.7K	0.05%	94
2017 Q4	$319K	Buy	+6,961	New	+$311K	0.07%	82

Other funds holding VWO

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

CAM

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

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

Merit Financial Group reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 2.5% in Q2 2026, selling an estimated $328K and leaving 215,426 shares worth $12.9M. The position accounts for 0.08% of the portfolio, ranked #216.

Merit Financial Group first reported a position in VWO in Q4 2017 and has held it in 30 quarters since. 527 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Merit Financial Group held 215,426 shares of Vanguard FTSE Emerging Markets ETF worth $12.9M as of Q2 2026.
Merit Financial Group sold 5,579 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $328K.
Vanguard FTSE Emerging Markets ETF made up 0.08% of Merit Financial Group's portfolio in Q2 2026, its #216 holding.
Merit Financial Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2017 and has held it in 30 quarters since.
527 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

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