Back to MF Merit Financial Group, LLC

MGVMGV
18 quarters

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

Yes. Merit Financial Group holds 1,652,554 shares of MGV, worth $270.1M, as of its Q2 2026 13F filing. It increased the position by 315,657 shares (+23.6%) from Q1 2026. Merit Financial Group has held MGV since Q1 2022, across 18 quarterly 13F filings. MGV is 1.6% of Merit Financial Group's reported 13F 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%$144.31
51
2025-Q4
Increased
1.3M
+51.7%
$178.1M1.4%$139.76
67
2025-Q3
Increased
831,915
+30.2%
$114.6M1.1%$135.59
60
2025-Q2
Increased
639,168
+8.6%
$83.9M0.9%$128.49
46
2025-Q1
Increased
588,737
+1.1%
$75.9M1.1%$125.53
47
2024-Q4
Increased
582,474
+7.8%
$72.8M1.3%$121.06
50
2024-Q3
Increased
540,355
+4.0%
$69.3M1.5%$123.60
49
2024-Q2
Increased
519,548
+4.5%
$61.6M1.4%$113.53
49
2024-Q1
Increased
496,940
+55.5%
$57.5M1.4%$113.80
66
2023-Q4
Increased
319,622
+29.7%
$35M1.1%$103.52
57
2023-Q3
Increased
246,399
+14.1%
$25M0.8%$95.30
46
2023-Q2
Increased
216,038
+11.4%
$22.4M0.7%$96.88
45
2023-Q1
Increased
194,007
+0.0%
$19.6M0.7%$93.71
40
2022-Q4
Decreased
193,963
-10.8%
$19.9M0.7%$94.83
0
2022-Q3
Decreased
217,445
-56.7%
$19.6M0.8%$82.34
0
2022-Q2
Increased
502,229
+67.6%
$48.3M1.5%$87.43
68
2022-Q1
New
299,636
-
$32.2M1.9%$96.95
66

Other major holders of MGV: ASSETMARK, INC

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