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 Q2	$508K	Sell	3,859 -13	-0.3%	-$1.66K	0.03%	298
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Berger Financial Group's VFH Position: Q2 2026 in Review

Berger Financial Group reduced its Vanguard Financials ETF (VFH) stake by 0.34% in Q2 2026, selling an estimated $1.66K and leaving 3,859 shares worth $508K. The position accounts for 0.03% of the portfolio, ranked #298.

Berger Financial Group first reported a position in VFH in Q4 2023 and has held it in 11 quarters since. The position peaked at $517K in Q4 2025. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Berger Financial Group held 3,859 shares of Vanguard Financials ETF worth $508K as of Q2 2026.
Berger Financial Group sold 13 Vanguard Financials ETF shares in Q2 2026, an estimated $1.66K.
Vanguard Financials ETF made up 0.03% of Berger Financial Group's portfolio in Q2 2026, its #298 holding.
Berger Financial Group first reported a position in Vanguard Financials ETF in Q4 2023 and has held it in 11 quarters since.
Berger Financial Group's Vanguard Financials ETF position peaked at $517K in Q4 2025.
759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.