Position history for Merit Financial Group, LLC's holdings in VANGUARD WORLD FD
Merit Financial Group, LLC holds 542,393 shares of MGK (VANGUARD WORLD FD), worth $199.3M as of 2026-Q1. The position was decreased (-14.3% shares). MGK represents 1.5% of Merit Financial Group, LLC's portfolio.
Current Value
$199.3M
Current Shares
542,393
Total Value Change
+$132.7M
Total Shares Change
+330,303
Other major holders of MGK: Kestra Advisory Services, LLC, ASSETMARK, INC
Decreased |
| 542,393 |
-14.3% |
| $199.3M |
| 1.5% |
| $385.58 |
0 |
| 2025-Q4 | 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 |