BFG
VOOV icon

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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Berger Financial Group increased its Vanguard S&P 500 Value ETF (VOOV) stake by 0.14% in Q1 2026, buying an estimated $419 and bringing the position to 1,392 shares worth $284K. The position accounts for 0.02% of the portfolio, ranked #382.

Berger Financial Group first reported a position in VOOV in Q3 2024 and has held it in 5 quarters since. The position peaked at $285K in Q4 2025. 435 funds tracked by Wall St. Rank hold VOOV as of Q1 2026.

  • Berger Financial Group held 1,392 shares of Vanguard S&P 500 Value ETF worth $284K as of Q1 2026.
  • Berger Financial Group bought 2 Vanguard S&P 500 Value ETF shares in Q1 2026, an estimated $419.
  • Vanguard S&P 500 Value ETF made up 0.02% of Berger Financial Group's portfolio in Q1 2026, its #382 holding.
  • Berger Financial Group first reported a position in Vanguard S&P 500 Value ETF in Q3 2024 and has held it in 5 quarters since.
  • Berger Financial Group's Vanguard S&P 500 Value ETF position peaked at $285K in Q4 2025.
  • 435 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q1 2026.

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