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

Merit Financial Group, LLC holds 1.3M shares of MGV (VANGUARD WORLD FD), worth $193.8M as of 2026-Q1. The position was increased (+6.0% shares). MGV represents 1.4% of Merit Financial Group, LLC's portfolio.

Current Value

$193.8M

Current Shares

1.3M

Total Value Change

+$132.2M

Total Shares Change

+817,349

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
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
831,990
+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

Other major holders of MGV: ASSETMARK, INC

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