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VUG
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Position history for Merit Financial Group, LLC's holdings in Vanguard Index Funds GROWTH ETF

Merit Financial Group, LLC holds 824,223 shares of VUG (Vanguard Index Funds GROWTH ETF), worth $360M as of 2026-Q1. The position was increased (+0.8% shares). VUG represents 2.7% of Merit Financial Group, LLC's portfolio.

Current Value

$360M

Current Shares

824,223

Total Value Change

+$125.2M

Total Shares Change

+196,459

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
824,223
+0.8%
$360M2.7%$459.35
54
2025-Q4
Increased
817,895
+0.9%
$399M3.2%$491.69
57
2025-Q3
Decreased
810,876
-0.8%
$388.9M3.6%$477.56
0
2025-Q2
Increased
817,453
+73.9%
$358.4M4.0%$434.99
86
2025-Q1
Increased
470,041
+2.0%
$174.3M2.6%$369.23
53
2024-Q4
Decreased
460,855
-13.1%
$189.2M3.4%$412.31
0
2024-Q3
Decreased
530,163
-15.6%
$203.5M4.6%$380.10
0
2024-Q2
Decreased
627,764
-2.5%
$234.8M5.2%$371.40
0

Other major holders of VUG: BANK OF AMERICA CORP /DE/, JONES FINANCIAL COMPANIES LLLP

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