BFG
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Berger Financial Group’s Vanguard Information Technology ETF VGT Stock Holding History

Berger Financial Group’s Portfolio VGT Stock Details VGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.42M Buy
16,248
+88
+0.5% +$8.1K 0.08% 175
2025
Q4 		$1.52M Sell
16,160
-472
-3% -$44.8K 0.09% 171
2025
Q3 		$1.55M Sell
16,632
-160
-1% -$14K 0.09% 165
2025
Q2 		$1.39M Sell
16,792
-80
-0.5% -$5.82K 0.09% 167
2025
Q1 		$1.14M Sell
16,872
-416
-2% -$31.3K 0.08% 173
2024
Q4 		$1.34M Sell
17,288
-512
-3% -$39.3K 0.09% 156
2024
Q3 		$1.31M Sell
17,800
-112
-0.6% -$7.96K 0.09% 146
2024
Q2 		$1.29M Sell
17,912
-48
-0.3% -$3.19K 0.1% 136
2024
Q1 		$1.18M Buy
17,960
+1,400
+8% +$88.7K 0.1% 139
2023
Q4 		$1M Buy
16,560
+11,736
+243% +$654K 0.1% 120
2023
Q3 		$250K Sell
4,824
-432
-8% -$23.5K 0.03% 237
2023
Q2 		$291K Sell
5,256
-280
-5% -$14.1K 0.03% 216
2023
Q1 		$267K Sell
5,536
-1,184
-18% -$52.3K 0.03% 220
2022
Q4 		$268K Buy
+6,720
New +$274K 0.04% 214
2022
Q3 		– Sell
-8,248
Closed -$337K – 261
2022
Q2 		$337K Sell
8,248
-80
-1% -$3.6K 0.05% 170
2022
Q1 		$434K Buy
8,328
+32
+0.4% +$1.64K 0.06% 159
2021
Q4 		$475K Buy
8,296
+2,832
+52% +$155K 0.06% 155
2021
Q3 		$274K Buy
5,464
+56
+1% +$2.9K 0.05% 172
2021
Q2 		$270K Buy
5,408
+688
+15% +$32.4K 0.05% 171
2021
Q1 		$212K Buy
4,720
+88
+2% +$3.96K 0.05% 185
2020
Q4 		$205K Buy
+4,632
New +$191K 0.04% 199

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Berger Financial Group increased its Vanguard Information Technology ETF (VGT) stake by 0.54% in Q1 2026, buying an estimated $8.1K and bringing the position to 16,248 shares worth $1.42M. The position accounts for 0.08% of the portfolio, ranked #175.

Berger Financial Group first reported a position in VGT in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.55M in Q3 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • Berger Financial Group held 16,248 shares of Vanguard Information Technology ETF worth $1.42M as of Q1 2026.
  • Berger Financial Group bought 88 Vanguard Information Technology ETF shares in Q1 2026, an estimated $8.1K.
  • Vanguard Information Technology ETF made up 0.08% of Berger Financial Group's portfolio in Q1 2026, its #175 holding.
  • Berger Financial Group first reported a position in Vanguard Information Technology ETF in Q4 2020 and has held it in 21 quarters since.
  • Berger Financial Group's Vanguard Information Technology ETF position peaked at $1.55M in Q3 2025.
  • 1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

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