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

Berger Financial Group’s Portfolio VOOV Stock Details VOOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$307K	Buy	1,399 +7	+0.5%	+$1.51K	0.02%	381
2026 Q1	$284K	Buy	1,392 +2	+0.1%	+$419	0.02%	382
2025 Q4	$285K	Buy	1,390 +3	+0.2%	+$607	0.02%	384
2025 Q3	$277K	Buy	1,387 +307	+28%	+$59.6K	0.02%	369
2025 Q2	$204K	Buy	+1,080	New	+$195K	0.01%	406
2024 Q4	–	Sell	-1,064	Closed	-$203K	–	433
2024 Q3	$203K	Buy	+1,064	New	+$195K	0.01%	382

Other funds holding VOOV

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

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

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

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Berger Financial Group increased its Vanguard S&P 500 Value ETF (VOOV) stake by 0.5% in Q2 2026, buying an estimated $1.51K and bringing the position to 1,399 shares worth $307K. The position accounts for 0.02% of the portfolio, ranked #381.

Berger Financial Group first reported a position in VOOV in Q3 2024 and has held it in 6 quarters since. 453 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

Berger Financial Group held 1,399 shares of Vanguard S&P 500 Value ETF worth $307K as of Q2 2026.
Berger Financial Group bought 7 Vanguard S&P 500 Value ETF shares in Q2 2026, an estimated $1.51K.
Vanguard S&P 500 Value ETF made up 0.02% of Berger Financial Group's portfolio in Q2 2026, its #381 holding.
Berger Financial Group first reported a position in Vanguard S&P 500 Value ETF in Q3 2024 and has held it in 6 quarters since.
453 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

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