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Disclosery

Merit Financial Group, LLC: VTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Merit Financial Group, LLC on VTI, newest first. How the timeline and the estimate are built.

Merit Financial Group, LLC held 290,722 VTI shares at 2026-06-30 per its 13F-HR/A filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 290,722 shares
    Change vs previous 13F +14,771 shares

    0.67% of the 13F portfolio, value $107,578,737.

    13F-HR/A 0001621225-26-000007 filed by Merit Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 275,951 shares
    Change vs previous 13F -29,065 shares

    0.66% of the 13F portfolio, value $88,527,941.

    13F-HR 0001621225-26-000005 filed by Merit Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 305,016 shares
    Change vs previous 13F -91,256 shares

    0.82% of the 13F portfolio, value $102,262,525.

    13F-HR 0001621225-26-000003 filed by Merit Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 396,272 shares
    Change vs previous 13F +25,304 shares

    1.2% of the 13F portfolio, value $130,044,557.

    13F-HR/A 0001621225-25-000008 filed by Merit Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 370,968 shares
    Change vs previous 13F +30,109 shares

    1.26% of the 13F portfolio, value $112,748,206.

    13F-HR 0001621225-25-000006 filed by Merit Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 340,859 shares
    Change vs previous 13F +71,961 shares

    1.4% of the 13F portfolio, value $93,681,762.

    13F-HR 0001621225-25-000003 filed by Merit Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 268,898 shares
    Change vs previous 13F -82,442 shares

    1.4% of the 13F portfolio, value $77,929,267.

    13F-HR 0001621225-25-000002 filed by Merit Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 351,340 shares
    Change vs previous 13F not available

    2.23% of the 13F portfolio, value $99,485,421.

    13F-HR 0001621225-24-000007 filed by Merit Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).