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Berger Financial Group’s Vanguard Total World Stock ETF VT Stock Holding History

Berger Financial Group’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$623K Buy
3,967
+12
+0.3% +$1.83K 0.03% 273
2026
Q1 		$547K Sell
3,955
-14
-0.4% -$2.01K 0.03% 282
2025
Q4 		$560K Sell
3,969
-109
-3% -$15.2K 0.03% 276
2025
Q3 		$562K Buy
4,078
+1,110
+37% +$148K 0.03% 270
2025
Q2 		$381K Sell
2,968
-132
-4% -$15.8K 0.02% 299
2025
Q1 		$359K Sell
3,100
-939
-23% -$112K 0.02% 304
2024
Q4 		$475K Buy
4,039
+2,091
+107% +$251K 0.03% 261
2024
Q3 		$233K Sell
1,948
-46
-2% -$5.29K 0.02% 354
2024
Q2 		$225K Buy
1,994
+52
+3% +$5.73K 0.02% 338
2024
Q1 		$215K Buy
+1,942
New +$205K 0.02% 344
2023
Q1 		– Sell
-3,178
Closed -$274K – 288
2022
Q4 		$274K Buy
+3,178
New +$271K 0.04% 212
2022
Q3 		– Sell
-2,484
Closed -$212K – 264
2022
Q2 		$212K Sell
2,484
-215
-8% -$19.9K 0.03% 228
2022
Q1 		$273K Hold
2,699
– – 0.03% 223
2021
Q4 		$290K Buy
+2,699
New +$287K 0.04% 214
2021
Q1 		– Sell
-2,604
Closed -$241K – 232
2020
Q4 		$241K Buy
+2,604
New +$226K 0.04% 181

Other funds holding VT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TAS
TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return

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

Berger Financial Group increased its Vanguard Total World Stock ETF (VT) stake by 0.3% in Q2 2026, buying an estimated $1.83K and bringing the position to 3,967 shares worth $623K. The position accounts for 0.03% of the portfolio, ranked #273.

Berger Financial Group first reported a position in VT in Q4 2020 and has held it in 15 quarters since. 923 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Berger Financial Group held 3,967 shares of Vanguard Total World Stock ETF worth $623K as of Q2 2026.
  • Berger Financial Group bought 12 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $1.83K.
  • Vanguard Total World Stock ETF made up 0.03% of Berger Financial Group's portfolio in Q2 2026, its #273 holding.
  • Berger Financial Group first reported a position in Vanguard Total World Stock ETF in Q4 2020 and has held it in 15 quarters since.
  • 923 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

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