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VOOVOO
30 quarters

Position history for MFMerit Financial Group, LLC's holdings in VANGUARD S&P 500 ETF

Merit Financial Group, LLC holds 272,432 shares of VOO (VANGUARD S&P 500 ETF), worth $187.1M as of 2026-Q2. The position was decreased (-0.9% shares). VOO represents 1.1% of Merit Financial Group, LLC's portfolio.

Current Value

$187.1M

Current Shares

272,432

Total Value Change

+$186.1M

Total Shares Change

+268,567

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
272,432
-0.9%
$187.1M1.1%$686.81
0
2026-Q1
Decreased
274,941
-2.5%
$164.3M1.2%$595.81
0
2025-Q4
Decreased
282,059
-4.2%
$176.9M1.4%$623.34
0
2025-Q3
Decreased
294,519
-1.8%
$180.4M1.7%$606.96
0
2025-Q2
Decreased
299,850
-16.8%
$170.3M1.9%$561.40
0
2025-Q1
Increased
360,223
+4.4%
$185.1M2.8%$506.35
55
2024-Q4
Decreased
344,955
-29.7%
$185.9M3.3%$529.05
0
2024-Q3
Decreased
491,002
-14.7%
$259.1M5.8%$516.46
0
2024-Q2
Decreased
575,375
-1.8%
$287.8M6.3%$490.95
0
2024-Q1
Decreased
585,792
-1.9%
$275.3M6.6%$470.20
0
2023-Q4
Decreased
597,315
-4.1%
$260.9M7.9%$425.89
0
2023-Q3
Increased
622,962
+0.6%
$244.6M8.0%$381.32
60
2023-Q2
Increased
619,314
+1.2%
$252.2M8.2%$391.59
60
2023-Q1
Increased
612,052
+78.7%
$230.2M8.4%$360.17
91
2022-Q4
Increased
342,442
+1.4%
$120.3M4.4%$337.14
56
2022-Q3
Decreased
337,679
-1.6%
$110.9M4.8%$311.64
0
2022-Q2
Increased
343,339
+2646.9%
$119.1M3.7%$327.83
89
2022-Q1
Increased
12,499
+53.9%
$5.2M0.3%$390.77
45
2021-Q4
Unchanged
8,124
0.0%
$3.5M0.3%$409.54
0
2021-Q3
Increased
8,124
+0.5%
$3.2M0.3%$368.63
32
2021-Q2
Increased
8,087
+30.0%
$3.2M0.3%$366.60
40
2021-Q1
Increased
6,222
+35.6%
$2.3M0.2%$338.23
40
2020-Q4
Decreased
4,587
-16.8%
$1.6M0.2%$317.98
0
2020-Q3
Unchanged
5,512
0.0%
$1.7M0.2%$283.47
0
2020-Q2
Decreased
5,512
-11.3%
$1.6M0.2%$260.05
0
2020-Q1
Increased
6,218
+31.0%
$1.5M0.2%$216.16
39
2019-Q4
Increased
4,748
+5.1%
$1.4M0.1%$269.67
32
2019-Q3
Increased
4,517
+20.0%
$1.2M0.1%$246.74
36
2019-Q2
Decreased
3,763
-2.6%
$1M0.1%$243.66
0
2019-Q1
New
3,865
-
$994,0000.1%$233.75
41

Other major holders of VOO: Steward Partners Investment Advisory, LLC, JPMORGAN CHASE & CO, Vanguard Global Advisers, LLC, VANGUARD GROUP INC

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