BFG
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Berger Financial Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Berger Financial Group’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.09M Hold
6,078
– – 0.11% 147
2026
Q1 		$1.82M Buy
6,078
+59
+1% +$18.5K 0.1% 152
2025
Q4 		$1.89M Sell
6,019
-208
-3% -$65K 0.11% 149
2025
Q3 		$1.92M Hold
6,227
– – 0.11% 143
2025
Q2 		$1.78M Buy
6,227
+306
+5% +$80.6K 0.11% 137
2025
Q1 		$1.52M Sell
5,921
-31
-0.5% -$8.4K 0.11% 151
2024
Q4 		$1.61M Hold
5,952
– – 0.11% 137
2024
Q3 		$1.57M Sell
5,952
-20
-0.3% -$5.07K 0.11% 135
2024
Q2 		$1.49M Hold
5,972
– – 0.12% 127
2024
Q1 		$1.43M Buy
5,972
+91
+2% +$20.8K 0.12% 125
2023
Q4 		$1.28M Hold
5,881
– – 0.13% 112
2023
Q3 		$1.15M Buy
5,881
+248
+4% +$50.5K 0.13% 111
2023
Q2 		$1.14M Sell
5,633
-19
-0.3% -$3.64K 0.13% 109
2023
Q1 		$1.06M Sell
5,652
-810
-13% -$147K 0.13% 106
2022
Q4 		$1.13M Buy
6,462
+234
+4% +$41.1K 0.15% 101
2022
Q3 		$1.02M Sell
6,228
-4
-0.1% -$727 0.15% 98
2022
Q2 		$1.07M Buy
6,232
+4
+0.1% +$751 0.16% 87
2022
Q1 		$1.3M Sell
6,228
-219
-3% -$45K 0.16% 89
2021
Q4 		$1.43M Sell
6,447
-504
-7% -$108K 0.19% 90
2021
Q3 		$1.4M Buy
6,951
+19
+0.3% +$3.93K 0.25% 71
2021
Q2 		$1.39M Sell
6,932
-170
-2% -$33.2K 0.25% 72
2021
Q1 		$1.32M Sell
7,102
-30
-0.4% -$5.44K 0.29% 71
2020
Q4 		$1.25M Buy
+7,132
New +$1.18M 0.22% 90

Other funds holding VV

NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

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

Berger Financial Group held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 6,078 shares worth $2.09M. The position accounts for 0.11% of the portfolio, ranked #147.

Berger Financial Group first reported a position in VV in Q4 2020 and has held it in 23 quarters since. 1,011 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Berger Financial Group held 6,078 shares of Vanguard Morningstar Large-Cap ETF worth $2.09M as of Q2 2026.
  • Berger Financial Group left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Large-Cap ETF made up 0.11% of Berger Financial Group's portfolio in Q2 2026, its #147 holding.
  • Berger Financial Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,011 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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