Position history for Merit Financial Group, LLC's holdings in VANGUARD WORLD FD
Merit Financial Group, LLC holds 632,742 shares of MGK (VANGUARD WORLD FD), worth $261.2M as of 2025-Q4. The position was increased (++17.4% shares). MGK represents 2.1% of Merit Financial Group, LLC's portfolio.
Current Value
$261.2M
Current Shares
632,742
Total Value Change
+$194.5M
Total Shares Change
+420,652
Other major holders of MGK: Kestra Advisory Services, LLC, ASSETMARK, INC
Increased |
| 632,742 |
+17.4% |
| $261.2M |
| 2.1% |
| $416.00 |
62 |
| 2025-Q3 | Increased | 539,030 | +50.6% | $216.9M | 2.0% | $400.07 | 67 |
| 2025-Q2 | Decreased | 357,827 | -0.6% | $131M | 1.5% | $363.52 | 0 |
| 2025-Q1 | Increased | 359,838 | +47.1% | $111.1M | 1.7% | $307.62 | 65 |
| 2024-Q4 | Increased | 244,655 | +12.2% | $84M | 1.5% | $345.36 | 53 |
| 2024-Q3 | Increased | 218,106 | +2.8% | $70.2M | 1.6% | $318.66 | 48 |
| 2024-Q2 | Increased | 212,090 | +8.6% | $66.6M | 1.5% | $312.18 | 51 |