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VMBSVMBS
18 quarters

Position history for MFMerit Financial Group, LLC's holdings in VANGUARD MORTGAGE-BACKED SEC

Merit Financial Group, LLC holds 1.6M shares of VMBS (VANGUARD MORTGAGE-BACKED SEC), worth $75.8M as of 2026-Q2. The position was increased (+19.3% shares). VMBS represents 0.5% of Merit Financial Group, LLC's portfolio.

Current Value

$75.8M

Current Shares

1.6M

Total Value Change

+$69.8M

Total Shares Change

+1.5M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.6M
+19.3%
$75.8M0.5%$46.65
42
2026-Q1
Increased
1.4M
+10.0%
$63.7M0.5%$46.30
39
2025-Q4
Increased
1.2M
+35.6%
$58.1M0.5%$46.11
46
2025-Q3
Increased
909,795
+45.4%
$42.7M0.4%$45.37
47
2025-Q2
Increased
625,677
+18.5%
$29M0.3%$44.29
40
2025-Q1
Increased
527,883
+40.6%
$24.4M0.4%$43.77
45
2024-Q4
Increased
375,478
+14.1%
$17M0.3%$42.55
38
2024-Q3
Increased
328,965
+5.6%
$15.5M0.3%$43.73
36
2024-Q2
Increased
311,602
+13.0%
$14.1M0.3%$41.64
38
2024-Q1
Increased
275,754
+85.0%
$12.3M0.3%$41.42
52
2023-Q4
Increased
149,021
+2.5%
$6.9M0.2%$41.84
33
2023-Q3
Increased
145,327
+23.8%
$6.4M0.2%$39.02
40
2023-Q2
Increased
117,403
+54.9%
$5.4M0.2%$40.65
46
2023-Q1
Increased
75,818
+14.9%
$3.5M0.1%$40.82
36
2022-Q4
Decreased
65,964
-17.4%
$3M0.1%$39.72
0
2022-Q3
Decreased
79,808
-60.9%
$3.6M0.2%$38.97
0
2022-Q2
Increased
204,230
+69.3%
$9.8M0.3%$41.08
49
2022-Q1
New
120,604
-
$6M0.4%$42.85
45

Other major holders of VMBS: CHARLES SCHWAB INVESTMENT MANAGEMENT INC, JPMORGAN CHASE & CO

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