Vanguard Small-Cap Value ETF shares owned by Merit Financial Group
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Merit Financial Group
from 13F filings
Historical chart of Merit Financial Group investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Merit Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $34M | 161k | 208.71 |
| 2025-06-30 | $33M | 170k | 195.01 |
| 2025-03-31 | $6.1M | 33k | 186.29 |
| 2024-12-31 | $11M | 55k | 198.18 |
| 2024-09-30 | $10M | 51k | 200.78 |
| 2024-03-31 | $9.1M | 49k | 184.24 |
| 2023-12-31 | $8.0M | 44k | 179.97 |
| 2023-09-30 | $5.9M | 37k | 159.49 |
| 2023-06-30 | $5.4M | 33k | 165.40 |
| 2023-03-31 | $4.3M | 27k | 158.76 |
| 2022-12-31 | $4.3M | 27k | 158.80 |
| 2022-09-30 | $4.6M | 32k | 143.41 |
| 2022-06-30 | $11M | 73k | 149.83 |
| 2022-03-31 | $8.1M | 46k | 175.94 |
| 2021-12-31 | $330k | 1.8k | 178.96 |
| 2021-09-30 | $289k | 1.7k | 169.40 |
| 2021-06-30 | $280k | 1.6k | 173.81 |
| 2021-03-31 | $267k | 1.6k | 165.74 |
| 2020-12-31 | $234k | 1.6k | 142.51 |
| 2019-12-31 | $285k | 2.1k | 137.28 |