Berger Financial Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7M	Buy	18,918 +130	+0.7%	+$46.5K	0.36%	59
2026 Q1	$6.03M	Buy	18,788 +723	+4%	+$243K	0.34%	68
2025 Q4	$6.06M	Sell	18,065 -163	-0.9%	-$54.2K	0.35%	65
2025 Q3	$5.98M	Sell	18,228 -214	-1%	-$67.6K	0.36%	68
2025 Q2	$5.6M	Buy	18,442 +4,550	+33%	+$1.28M	0.36%	71
2025 Q1	$3.82M	Buy	13,892 +676	+5%	+$196K	0.27%	96
2024 Q4	$3.83M	Buy	13,216 +9,452	+251%	+$2.76M	0.26%	89
2024 Q3	$1.07M	Sell	3,764 -50	-1%	-$13.6K	0.08%	159
2024 Q2	$1.02M	Sell	3,814 -516	-12%	-$134K	0.08%	151
2024 Q1	$1.13M	Buy	+4,330	New	+$1.07M	0.09%	141
2023 Q3	–	Sell	-924	Closed	-$204K	–	295
2023 Q2	$204K	Sell	924 -171	-16%	-$35.7K	0.02%	279
2023 Q1	$224K	Buy	+1,095	New	+$219K	0.03%	252

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Berger Financial Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.69% in Q2 2026, buying an estimated $46.5K and bringing the position to 18,918 shares worth $7M. The position accounts for 0.36% of the portfolio, ranked #59.

Berger Financial Group first reported a position in VTI in Q1 2023 and has held it in 12 quarters since. 3,697 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Berger Financial Group held 18,918 shares of Vanguard Morningstar Total Stock Market ETF worth $7M as of Q2 2026.
Berger Financial Group bought 130 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $46.5K.
Vanguard Morningstar Total Stock Market ETF made up 0.36% of Berger Financial Group's portfolio in Q2 2026, its #59 holding.
Berger Financial Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2023 and has held it in 12 quarters since.
3,697 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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