Von Berge Wealth Management Group’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Von Berge Wealth Management Group’s Portfolio VBK Stock Details VBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-902	Closed	-$256K	–	46
2025 Q2	$256K	Buy	902 +1	+0.1%	+$258	0.14%	55
2025 Q1	$222K	Sell	901 -7	-0.8%	-$1.94K	0.14%	55
2024 Q4	$267K	Buy	908 +1	+0.1%	+$283	0.16%	52
2024 Q3	$258K	Sell	907 -26	-3%	-$6.66K	0.16%	54
2024 Q2	$232K	Sell	933 -39	-4%	-$9.73K	0.15%	58
2024 Q1	$253K	Hold	972	–	–	0.16%	55
2023 Q4	$228K	Hold	972	–	–	0.17%	60
2023 Q3	$208K	Buy	972 +17	+2%	+$3.86K	0.18%	57
2023 Q2	$219K	Hold	955	–	–	0.18%	59
2023 Q1	$207K	Hold	955	–	–	0.18%	63
2022 Q4	$213K	Buy	+955	New	+$195K	0.19%	59
2022 Q3	–	Sell	-1,067	Closed	-$214K	–	62
2022 Q2	$214K	Hold	1,067	–	–	0.22%	55
2022 Q1	$255K	Hold	1,067	–	–	0.23%	50
2021 Q4	$262K	Buy	+1,067	New	+$306K	0.24%	49

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Von Berge Wealth Management Group's VBK Position: Q3 2025 in Review

Von Berge Wealth Management Group sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q3 2025, closing a stake of 902 shares — an estimated $256K sold.

Von Berge Wealth Management Group first reported a position in VBK in Q4 2021 and held it in 14 quarters. The position peaked at $267K in Q4 2024. 1,110 funds tracked by Wall St. Rank hold VBK as of Q3 2025.

Von Berge Wealth Management Group reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
Von Berge Wealth Management Group sold 902 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2025, an estimated $256K.
Von Berge Wealth Management Group first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2021 and held it in 14 quarters.
Von Berge Wealth Management Group's Vanguard Morningstar Small-Cap Growth ETF position peaked at $267K in Q4 2024.
1,110 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2025.

Based on Von Berge Wealth Management Group's 13F filing for Q3 2025.