Berger Financial Group’s Vanguard Financials ETF VFH Stock Holding History

Berger Financial Group’s Portfolio VFH Stock Details VFH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$468K	Hold	3,872	–	–	0.03%	302
2025 Q4	$517K	Hold	3,872	–	–	0.03%	288
2025 Q3	$508K	Hold	3,872	–	–	0.03%	283
2025 Q2	$493K	Buy	3,872 +13	+0.3%	+$1.55K	0.03%	265
2025 Q1	$461K	Sell	3,859 -119	-3%	-$14.5K	0.03%	269
2024 Q4	$470K	Sell	3,978 -4	-0.1%	-$473	0.03%	264
2024 Q3	$438K	Hold	3,982	–	–	0.03%	248
2024 Q2	$398K	Hold	3,982	–	–	0.03%	237
2024 Q1	$408K	Buy	3,982 +121	+3%	+$11.6K	0.03%	233
2023 Q4	$356K	Buy	+3,861	New	+$324K	0.04%	203

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Berger Financial Group held its Vanguard Financials ETF (VFH) position steady in Q1 2026 at 3,872 shares worth $468K. The position accounts for 0.03% of the portfolio, ranked #302.

Berger Financial Group first reported a position in VFH in Q4 2023 and has held it in 10 quarters since. The position peaked at $517K in Q4 2025. 738 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

Berger Financial Group held 3,872 shares of Vanguard Financials ETF worth $468K as of Q1 2026.
Berger Financial Group left its Vanguard Financials ETF share count unchanged in Q1 2026.
Vanguard Financials ETF made up 0.03% of Berger Financial Group's portfolio in Q1 2026, its #302 holding.
Berger Financial Group first reported a position in Vanguard Financials ETF in Q4 2023 and has held it in 10 quarters since.
Berger Financial Group's Vanguard Financials ETF position peaked at $517K in Q4 2025.
738 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

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