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Merit Financial Group, LLC: VUG position timeline

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

Merit Financial Group, LLC held 4,950,558 VUG 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 4,950,558 shares
    Change vs previous 13F +4,126,335 shares

    2.65% of the 13F portfolio, value $426,441,085.

    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 824,223 shares
    Change vs previous 13F +6,328 shares

    2.68% of the 13F portfolio, value $360,012,167.

    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 817,895 shares
    Change vs previous 13F +7,018 shares

    3.2% of the 13F portfolio, value $399,018,256.

    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 810,877 shares
    Change vs previous 13F -6,576 shares

    3.58% of the 13F portfolio, value $388,904,584.

    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 817,453 shares
    Change vs previous 13F +347,412 shares

    4% of the 13F portfolio, value $358,371,593.

    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 470,041 shares
    Change vs previous 13F +9,186 shares

    2.61% of the 13F portfolio, value $174,300,618.

    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 460,855 shares
    Change vs previous 13F -69,308 shares

    3.4% of the 13F portfolio, value $189,153,487.

    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 530,163 shares
    Change vs previous 13F not available

    4.55% of the 13F portfolio, value $203,545,422.

    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).