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Berger Financial Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Berger Financial Group’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Hold
0
– – – 179
2026
Q1 		– Hold
0
– – – 183
2025
Q4 		– Hold
0
– – – 168
2025
Q3 		– Hold
0
– – – 169
2025
Q2 		– Hold
0
– – – 162
2025
Q1 		– Hold
0
– – – 162
2024
Q4 		– Hold
0
– – – 154

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

Berger Financial Group reduced its Vanguard S&P 500 ETF (VOO) stake by 5.9% in Q2 2026, selling an estimated $1.02M and leaving 24,165 shares worth $16.6M. The position accounts for 0.85% of the portfolio, ranked #24.

Berger Financial Group first reported a position in VOO in Q4 2020 and has held it in 23 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Berger Financial Group held 24,165 shares of Vanguard S&P 500 ETF worth $16.6M as of Q2 2026.
  • Berger Financial Group sold 1,523 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.02M.
  • Vanguard S&P 500 ETF made up 0.85% of Berger Financial Group's portfolio in Q2 2026, its #24 holding.
  • Berger Financial Group first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
  • 4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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