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Berger Financial Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Berger Financial Group’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$451K Sell
5,600
-84
-1% -$6.51K 0.02% 309
2026
Q1 		$408K Buy
5,684
+4
+0.1% +$297 0.02% 314
2025
Q4 		$412K Buy
5,680
+4
+0.1% +$291 0.02% 316
2025
Q3 		$417K Sell
5,676
-556
-9% -$39.9K 0.02% 305
2025
Q2 		$436K Buy
6,232
+40
+0.6% +$2.63K 0.03% 283
2025
Q1 		$400K Sell
6,192
-268
-4% -$18K 0.03% 290
2024
Q4 		$427K Buy
6,460
+440
+7% +$29.9K 0.03% 276
2024
Q3 		$397K Buy
6,020
+816
+16% +$51.2K 0.03% 264
2024
Q2 		$315K Sell
5,204
-1,068
-17% -$64.9K 0.03% 274
2024
Q1 		$392K Sell
6,272
-244
-4% -$14.4K 0.03% 237
2023
Q4 		$379K Buy
6,516
+120
+2% +$6.41K 0.04% 193
2023
Q3 		$333K Buy
6,396
+1,080
+20% +$59.2K 0.04% 195
2023
Q2 		$293K Buy
+5,316
New +$279K 0.03% 213
2022
Q3 		– Sell
-4,060
Closed -$200K – 263
2022
Q2 		$200K Buy
4,060
+24
+0.6% +$1.3K 0.03% 236
2022
Q1 		$240K Buy
+4,036
New +$237K 0.03% 241

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Berger Financial Group reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.5% in Q2 2026, selling an estimated $6.51K and leaving 5,600 shares worth $451K. The position accounts for 0.02% of the portfolio, ranked #309.

Berger Financial Group first reported a position in VO in Q1 2022 and has held it in 15 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Berger Financial Group held 5,600 shares of Vanguard Morningstar Mid-Cap ETF worth $451K as of Q2 2026.
  • Berger Financial Group sold 84 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $6.51K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.02% of Berger Financial Group's portfolio in Q2 2026, its #309 holding.
  • Berger Financial Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2022 and has held it in 15 quarters since.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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