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Berger Financial Group’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Berger Financial Group’s Portfolio VEA Stock Details VEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.92M Sell
61,234
-1,062
-2% -$70.1K 0.22% 96
2025
Q4 		$3.89M Sell
62,296
-484
-0.8% -$29.6K 0.23% 99
2025
Q3 		$3.76M Sell
62,780
-14,595
-19% -$851K 0.22% 100
2025
Q2 		$4.41M Buy
77,375
+3,097
+4% +$166K 0.29% 89
2025
Q1 		$3.78M Sell
74,278
-2,011
-3% -$102K 0.26% 97
2024
Q4 		$3.65M Sell
76,289
-7,368
-9% -$370K 0.25% 95
2024
Q3 		$4.42M Sell
83,657
-5,599
-6% -$285K 0.32% 83
2024
Q2 		$4.41M Sell
89,256
-5,846
-6% -$291K 0.35% 78
2024
Q1 		$4.77M Sell
95,102
-15,352
-14% -$741K 0.39% 76
2023
Q4 		$5.29M Sell
110,454
-2,772
-2% -$124K 0.55% 48
2023
Q3 		$4.95M Buy
113,226
+37,950
+50% +$1.74M 0.57% 48
2023
Q2 		$3.48M Buy
75,276
+1,847
+3% +$85K 0.39% 78
2023
Q1 		$3.32M Buy
73,429
+84
+0.1% +$3.74K 0.4% 76
2022
Q4 		$3.08M Buy
73,345
+2,060
+3% +$83.4K 0.41% 75
2022
Q3 		$2.59M Buy
71,285
+6,595
+10% +$269K 0.38% 75
2022
Q2 		$2.64M Buy
64,690
+10,436
+19% +$464K 0.39% 67
2022
Q1 		$2.61M Buy
54,254
+1,229
+2% +$59.8K 0.33% 74
2021
Q4 		$2.71M Buy
53,025
+723
+1% +$37.1K 0.36% 74
2021
Q3 		$2.64M Buy
52,302
+4,856
+10% +$253K 0.48% 62
2021
Q2 		$2.44M Buy
47,446
+19,748
+71% +$1.02M 0.44% 65
2021
Q1 		$1.36M Buy
27,698
+114
+0.4% +$5.57K 0.3% 69
2020
Q4 		$1.3M Buy
+27,584
New +$1.21M 0.23% 89

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Berger Financial Group's VEA Position: Q1 2026 in Review

Berger Financial Group reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 1.7% in Q1 2026, selling an estimated $70.1K and leaving 61,234 shares worth $3.92M. The position accounts for 0.22% of the portfolio, ranked #96.

Berger Financial Group first reported a position in VEA in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.29M in Q4 2023. 2,894 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

  • Berger Financial Group held 61,234 shares of Vanguard FTSE Developed Markets ETF worth $3.92M as of Q1 2026.
  • Berger Financial Group sold 1,062 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $70.1K.
  • Vanguard FTSE Developed Markets ETF made up 0.22% of Berger Financial Group's portfolio in Q1 2026, its #96 holding.
  • Berger Financial Group first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2020 and has held it in 22 quarters since.
  • Berger Financial Group's Vanguard FTSE Developed Markets ETF position peaked at $5.29M in Q4 2023.
  • 2,894 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.