Position history for Merit Financial Group, LLC's holdings in VANGUARD INDEX FDS
Merit Financial Group, LLC holds 824,223 shares of VUG (VANGUARD INDEX FDS), 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
Other major holders of VUG: Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/
Increased |
| 824,223 |
+0.8% |
| $360M |
| 2.7% |
| $459.35 |
54 |
| 2025-Q4 | Increased | 817,895 | +0.9% | $399M | 3.2% | $491.69 | 57 |
| 2025-Q3 | Decreased | 810,876 | -0.8% | $388.9M | 3.6% | $477.56 | 0 |
| 2025-Q2 | Increased | 817,453 | +73.9% | $358.4M | 4.0% | $434.99 | 86 |
| 2025-Q1 | Increased | 470,041 | +2.0% | $174.3M | 2.6% | $369.23 | 53 |
| 2024-Q4 | Decreased | 460,855 | -13.1% | $189.2M | 3.4% | $412.31 | 0 |
| 2024-Q3 | Decreased | 530,163 | -15.6% | $203.5M | 4.6% | $380.10 | 0 |
| 2024-Q2 | Decreased | 627,764 | -2.5% | $234.8M | 5.2% | $371.40 | 0 |