Back to MF Merit Financial Group, LLC

VBVB
Showing 8 of 29 quarters

Position history for MFMerit Financial Group, LLC's holdings in VANGUARD SMALL-CAP VIPERS

Merit Financial Group, LLC holds 329,358 shares of VB (VANGUARD SMALL-CAP VIPERS), worth $99.8M as of 2026-Q2. The position was increased (+6.1% shares). VB represents 0.6% of Merit Financial Group, LLC's portfolio.

Current Value

$99.8M

Current Shares

329,358

Total Value Change

+$81.9M

Total Shares Change

+253,648

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
329,358
+6.1%
$99.8M0.6%$303.12
45
2026-Q1
Increased
310,293
+8.4%
$81.3M0.6%$261.14
46
2025-Q4
Increased
286,260
+10.7%
$73.8M0.6%$256.22
46
2025-Q3
Increased
258,587
+21.2%
$65.8M0.6%$251.68
50
2025-Q2
Increased
213,314
+19.9%
$50.6M0.6%$233.82
49
2025-Q1
Increased
177,886
+116.3%
$39.4M0.6%$218.06
66
2024-Q4
Increased
82,222
+8.6%
$19.8M0.4%$235.33
37
2024-Q3
Decreased
75,710
-3.3%
$18M0.4%$231.46
0

Other major holders of VB: Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used