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MGVMGV
18 quarters

Position history for MFMerit Financial Group, LLC's holdings in VANGUARD WORLD FD

Merit Financial Group, LLC holds 1.7M shares of MGV (VANGUARD WORLD FD), worth $270.1M as of 2026-Q2. The position was increased (+23.6% shares). MGV represents 1.6% of Merit Financial Group, LLC's portfolio.

Current Value

$270.1M

Current Shares

1.7M

Total Value Change

+$238M

Total Shares Change

+1.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.7M
+23.6%
$270.1M1.6%$163.45
59
2026-Q1
Increased
1.3M
+6.0%
$193.8M1.4%$150.99
51
2025-Q4
Increased
1.3M
+51.7%
$178.1M1.4%$142.11
67
2025-Q3
Increased
831,915
+30.2%
$114.6M1.1%$136.36
60
2025-Q2
Increased
639,168
+8.6%
$83.9M0.9%$129.15
46
2025-Q1
Increased
588,737
+1.1%
$75.9M1.1%$125.26
47
2024-Q4
Increased
582,474
+7.8%
$72.8M1.3%$121.89
50
2024-Q3
Increased
540,355
+4.0%
$69.3M1.5%$124.40
49
2024-Q2
Increased
519,548
+4.5%
$61.6M1.4%$114.67
49
2024-Q1
Increased
496,940
+55.5%
$57.5M1.4%$114.93
66
2023-Q4
Increased
319,622
+29.7%
$35M1.1%$104.56
57
2023-Q3
Increased
246,399
+14.1%
$25M0.8%$96.25
46
2023-Q2
Increased
216,038
+11.4%
$22.4M0.7%$97.07
45
2023-Q1
Increased
194,007
+0.0%
$19.6M0.7%$93.76
40
2022-Q4
Decreased
193,963
-10.8%
$19.9M0.7%$95.78
0
2022-Q3
Decreased
217,445
-56.7%
$19.6M0.8%$84.26
0
2022-Q2
Increased
502,229
+67.6%
$48.3M1.5%$88.66
68
2022-Q1
New
299,636
-
$32.2M1.9%$99.39
66

Other major holders of MGV: ASSETMARK, INC

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