Merit Financial Group, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1621225
ALPHARETTA, GA
Position in VB
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$81,271,940
+$7,431,175 QoQ
Shares Held
310,293
+8.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.49%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $81,271,940 | 310,293 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $73,840,765 | 286,260 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $65,753,501 | 258,587 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $50,551,151 | 213,314 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $39,446,220 | 177,886 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $19,756,302 | 82,222 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $17,959,169 | 75,710 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $17,077,983 | 78,325 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $17,287,804 | 75,628 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $3,969,857 | 18,609 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,927,757 | 10,196 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,013,761 | 10,125 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $2,013,506 | 10,622 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,645,069 | 8,963 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,391,207 | 8,140 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,145,419 | 6,504 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,441,735 | 6,784 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $663,113 | 2,934 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $631,956 | 2,890 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $657,817 | 2,920 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $612,268 | 2,860 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $556,784 | 2,860 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $437,253 | 2,843 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $418,362 | 2,871 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $356,594 | 3,089 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||