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VEA
Showing 8 of 28 quarters

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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
933,569
-0.8%
$59.8M0.4%$66.61
0
2025-Q4
Increased
940,699
+1.2%
$58.8M0.5%$62.79
36
2025-Q3
Increased
929,269
+0.7%
$55.7M0.5%$58.72
42
2025-Q2
Increased
923,302
+78.1%
$52.6M0.6%$55.62
63
2025-Q1
Decreased
518,543
-40.8%
$26.4M0.4%$49.75
0
2024-Q4
Increased
875,114
+7.8%
$41.8M0.8%$46.21
44
2024-Q3
Increased
812,163
+6.0%
$42.9M1.0%$50.45
44
2024-Q2
Increased
765,819
+3.9%
$37.8M0.8%$46.93
43

Other major holders of VEA: BANK OF AMERICA CORP /DE/

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