BFG
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Berger Financial Group’s Vanguard Growth ETF VUG Stock Holding History

Berger Financial Group’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$82.7M Buy
1,136,100
+918,654
+422% +$71.5M 4.63% 2
2025
Q4 		$17.7M Buy
217,446
+2,196
+1% +$178K 1.02% 20
2025
Q3 		$17.2M Buy
215,250
+8,526
+4% +$652K 1.03% 20
2025
Q2 		$15.1M Buy
206,724
+3,852
+2% +$254K 0.98% 22
2025
Q1 		$12.5M Buy
202,872
+2,250
+1% +$152K 0.87% 26
2024
Q4 		$13.7M Buy
200,622
+11,832
+6% +$795K 0.95% 24
2024
Q3 		$12.1M Buy
188,790
+168
+0.1% +$10.4K 0.87% 28
2024
Q2 		$11.8M Buy
188,622
+3,510
+2% +$205K 0.94% 27
2024
Q1 		$10.6M Sell
185,112
-4,398
-2% -$242K 0.87% 27
2023
Q4 		$9.82M Sell
189,510
-342
-0.2% -$16.5K 1.02% 20
2023
Q3 		$8.62M Buy
189,852
+22,962
+14% +$1.08M 0.99% 20
2023
Q2 		$7.87M Buy
166,890
+318
+0.2% +$13.8K 0.89% 22
2023
Q1 		$6.92M Buy
166,572
+5,040
+3% +$196K 0.83% 28
2022
Q4 		$5.74M Buy
161,532
+3,924
+2% +$144K 0.76% 34
2022
Q3 		$5.62M Buy
157,608
+3,942
+3% +$158K 0.83% 30
2022
Q2 		$5.71M Buy
153,666
+141,384
+1,151% +$5.81M 0.83% 30
2022
Q1 		$589K Buy
12,282
+1,788
+17% +$84.6K 0.07% 136
2021
Q4 		$561K Buy
10,494
+1,944
+23% +$101K 0.07% 141
2021
Q3 		$413K Buy
8,550
+762
+10% +$37.9K 0.07% 133
2021
Q2 		$372K Sell
7,788
-4,536
-37% -$206K 0.07% 139
2021
Q1 		$528K Sell
12,324
-1,854
-13% -$79.3K 0.12% 104
2020
Q4 		$599K Buy
+14,178
New +$566K 0.1% 116

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Berger Financial Group increased its Vanguard Growth ETF (VUG) stake by 422% in Q1 2026, buying an estimated $71.5M and bringing the position to 1,136,100 shares worth $82.7M. The position accounts for 4.63% of the portfolio, ranked #2.

Berger Financial Group first reported a position in VUG in Q4 2020 and has held it in 22 quarters since. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Berger Financial Group held 1,136,100 shares of Vanguard Growth ETF worth $82.7M as of Q1 2026.
  • Berger Financial Group bought 918,654 Vanguard Growth ETF shares in Q1 2026, an estimated $71.5M.
  • Vanguard Growth ETF made up 4.63% of Berger Financial Group's portfolio in Q1 2026, its #2 holding.
  • Berger Financial Group first reported a position in Vanguard Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

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