BFG
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Berger Financial Group’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Berger Financial Group’s Portfolio VWO Stock Details VWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.95M Sell
36,136
-2,962
-8% -$166K 0.11% 145
2025
Q4 		$2.1M Buy
39,098
+181
+0.5% +$9.83K 0.12% 140
2025
Q3 		$2.11M Sell
38,917
-3,448
-8% -$178K 0.13% 136
2025
Q2 		$2.1M Sell
42,365
-511
-1% -$23.7K 0.14% 129
2025
Q1 		$1.94M Sell
42,876
-330,632
-89% -$14.9M 0.13% 127
2024
Q4 		$16.4M Buy
373,508
+28,305
+8% +$1.32M 1.14% 18
2024
Q3 		$16.5M Buy
345,203
+24,447
+8% +$1.09M 1.19% 18
2024
Q2 		$14M Buy
320,756
+54,086
+20% +$2.33M 1.12% 20
2024
Q1 		$11.1M Buy
266,670
+48,943
+22% +$2M 0.92% 24
2023
Q4 		$8.95M Buy
217,727
+11,371
+6% +$451K 0.93% 23
2023
Q3 		$8.09M Buy
206,356
+13,718
+7% +$560K 0.93% 23
2023
Q2 		$7.84M Buy
192,638
+17,798
+10% +$718K 0.89% 23
2023
Q1 		$7.06M Buy
174,840
+69,975
+67% +$2.85M 0.85% 26
2022
Q4 		$4.09M Sell
104,865
-2,102
-2% -$80.1K 0.54% 58
2022
Q3 		$3.9M Buy
106,967
+2,455
+2% +$99.7K 0.57% 51
2022
Q2 		$4.35M Buy
104,512
+4,825
+5% +$208K 0.64% 45
2022
Q1 		$4.6M Buy
99,687
+1,833
+2% +$88.2K 0.58% 48
2021
Q4 		$4.84M Buy
97,854
+11,136
+13% +$562K 0.64% 49
2021
Q3 		$4.34M Buy
86,718
+6,050
+7% +$313K 0.78% 45
2021
Q2 		$4.38M Buy
80,668
+32,910
+69% +$1.75M 0.79% 46
2021
Q1 		$2.49M Buy
47,758
+21,527
+82% +$1.15M 0.54% 59
2020
Q4 		$1.31M Buy
+26,231
New +$1.23M 0.23% 88

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Berger Financial Group reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 7.6% in Q1 2026, selling an estimated $166K and leaving 36,136 shares worth $1.95M. The position accounts for 0.11% of the portfolio, ranked #145.

Berger Financial Group first reported a position in VWO in Q4 2020 and has held it in 22 quarters since. The position peaked at $16.5M in Q3 2024. 2,540 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

  • Berger Financial Group held 36,136 shares of Vanguard FTSE Emerging Markets ETF worth $1.95M as of Q1 2026.
  • Berger Financial Group sold 2,962 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $166K.
  • Vanguard FTSE Emerging Markets ETF made up 0.11% of Berger Financial Group's portfolio in Q1 2026, its #145 holding.
  • Berger Financial Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2020 and has held it in 22 quarters since.
  • Berger Financial Group's Vanguard FTSE Emerging Markets ETF position peaked at $16.5M in Q3 2024.
  • 2,540 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

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