BFG
VUG icon

Berger Financial Group’s Vanguard Morningstar 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
Q2 		$95.3M Sell
1,106,002
-30,098
-3% -$2.53M 4.86% 3
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 $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

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

Berger Financial Group reduced its Vanguard Morningstar Growth ETF (VUG) stake by 2.6% in Q2 2026, selling an estimated $2.53M and leaving 1,106,002 shares worth $95.3M. The position accounts for 4.86% of the portfolio, ranked #3.

Berger Financial Group first reported a position in VUG in Q4 2020 and has held it in 23 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Berger Financial Group held 1,106,002 shares of Vanguard Morningstar Growth ETF worth $95.3M as of Q2 2026.
  • Berger Financial Group sold 30,098 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $2.53M.
  • Vanguard Morningstar Growth ETF made up 4.86% of Berger Financial Group's portfolio in Q2 2026, its #3 holding.
  • Berger Financial Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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