Merit Financial Group, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1621225
ALPHARETTA, GA
Position in VIG
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$17,882,453
+$1,045,108 QoQ
Shares Held
83,151
+8.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.33%
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 VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,882,453 | 83,151 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $16,837,345 | 76,610 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $15,821,937 | 73,321 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $14,720,889 | 71,925 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $12,690,631 | 65,419 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $10,899,310 | 55,657 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $11,358,146 | 57,347 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $11,918,506 | 65,289 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $11,618,743 | 63,626 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,153,856 | 12,640 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,619,214 | 10,421 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,767,563 | 10,882 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,102,865 | 7,161 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,144,341 | 7,536 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $570,375 | 4,220 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,194,100 | 8,323 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $624,316 | 3,850 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $485,880 | 2,829 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $440,371 | 2,867 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $423,660 | 2,737 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $402,410 | 2,736 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $390,476 | 2,766 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $375,815 | 2,921 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $279,005 | 2,381 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $246,171 | 2,381 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||