Merit Financial Group, LLC
Position in IVOG — Vanguard S&P Mid-Cap 400 Growth ETF
CIK 1621225
ALPHARETTA, GA
Position in IVOG
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$546,006
+$19,290 QoQ
Shares Held
4,367
-0.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IVOG Over Time
Shares Held
Position Value (USD)
All Filings in IVOG
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $546,006 | 4,367 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $526,716 | 4,382 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $523,561 | 4,382 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $614,770 | 5,439 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $600,036 | 5,816 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $698,227 | 6,196 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $743,031 | 6,482 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $757,907 | 6,919 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $779,061 | 6,867 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $692,030 | 7,045 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $636,163 | 7,045 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $660,764 | 7,067 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $630,835 | 7,100 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $626,145 | 3,698 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $647,064 | 4,112 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,156,598 | 7,317 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $598,624 | 3,112 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||