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Berger Financial Group’s Vanguard Emerging Markets Government Bond ETF VWOB Stock Holding History

Berger Financial Group’s Portfolio VWOB Stock Details VWOB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,782
Closed -$241K – 375
2023
Q4 		$241K Sell
3,782
-485
-11% -$29.2K 0.03% 269
2023
Q3 		$252K Buy
+4,267
New +$261K 0.03% 235

Other funds holding VWOB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

Berger Financial Group's VWOB Position: Q1 2024 in Review

Berger Financial Group sold out of Vanguard Emerging Markets Government Bond ETF (VWOB) in Q1 2024, closing a stake of 3,782 shares — an estimated $241K sold.

Berger Financial Group first reported a position in VWOB in Q3 2023 and held it in 2 quarters. The position peaked at $252K in Q3 2023. 334 funds tracked by Wall St. Rank hold VWOB as of Q1 2024.

  • Berger Financial Group reported no remaining Vanguard Emerging Markets Government Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Berger Financial Group sold 3,782 Vanguard Emerging Markets Government Bond ETF shares in Q1 2024, an estimated $241K.
  • Berger Financial Group first reported a position in Vanguard Emerging Markets Government Bond ETF in Q3 2023 and held it in 2 quarters.
  • Berger Financial Group's Vanguard Emerging Markets Government Bond ETF position peaked at $252K in Q3 2023.
  • 334 funds tracked by Wall St. Rank held Vanguard Emerging Markets Government Bond ETF as of Q1 2024.

Based on Berger Financial Group's 13F filing for Q1 2024, filed 16 Apr 2024.