Position history for Merit Financial Group, LLC's holdings in VANGUARD TAX-MANAGED FDS
Merit Financial Group, LLC holds 933,569 shares of VEA (VANGUARD TAX-MANAGED FDS), worth $59.8M as of 2026-Q1. The position was decreased (-0.8% shares). VEA represents 0.4% of Merit Financial Group, LLC's portfolio.
Current Value
$59.8M
Current Shares
933,569
Total Value Change
+$22M
Total Shares Change
+167,750
Other major holders of VEA: Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/
Decreased |
| 933,569 |
-0.8% |
| $59.8M |
| 0.4% |
| $66.61 |
0 |
| 2025-Q4 | Increased | 940,699 | +1.2% | $58.8M | 0.5% | $62.79 | 36 |
| 2025-Q3 | Increased | 929,269 | +0.7% | $55.7M | 0.5% | $58.72 | 42 |
| 2025-Q2 | Increased | 923,302 | +78.1% | $52.6M | 0.6% | $55.62 | 63 |
| 2025-Q1 | Decreased | 518,543 | -40.8% | $26.4M | 0.4% | $49.75 | 0 |
| 2024-Q4 | Increased | 875,114 | +7.8% | $41.8M | 0.8% | $46.21 | 44 |
| 2024-Q3 | Increased | 812,163 | +6.0% | $42.9M | 1.0% | $50.45 | 44 |
| 2024-Q2 | Increased | 765,819 | +3.9% | $37.8M | 0.8% | $46.93 | 43 |