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Berger Financial Group’s Vanguard 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
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

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Berger Financial Group increased its Vanguard Mid-Cap ETF (VO) stake by 0.07% in Q1 2026, buying an estimated $297 and bringing the position to 5,684 shares worth $408K. The position accounts for 0.02% of the portfolio, ranked #314.

Berger Financial Group first reported a position in VO in Q1 2022 and has held it in 14 quarters since. The position peaked at $436K in Q2 2025. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Berger Financial Group held 5,684 shares of Vanguard Mid-Cap ETF worth $408K as of Q1 2026.
  • Berger Financial Group bought 4 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $297.
  • Vanguard Mid-Cap ETF made up 0.02% of Berger Financial Group's portfolio in Q1 2026, its #314 holding.
  • Berger Financial Group first reported a position in Vanguard Mid-Cap ETF in Q1 2022 and has held it in 14 quarters since.
  • Berger Financial Group's Vanguard Mid-Cap ETF position peaked at $436K in Q2 2025.
  • 2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

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