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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

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap Value ETF held by Merit Financial Group consolidated in one spreadsheet with up to 7 years of data

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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
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