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Von Berge Wealth Management Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Von Berge Wealth Management Group’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-254,668
Closed -$18.2M – 51
2025
Q2 		$18.2M Buy
254,668
+3,852
+2% +$253K 10.22% 1
2025
Q1 		$15.9M Sell
250,816
-152
-0.1% -$10.2K 10.28% 1
2024
Q4 		$17.4M Buy
250,968
+1,224
+0.5% +$83.1K 10.55% 1
2024
Q3 		$17.1M Sell
249,744
-10,088
-4% -$633K 10.57% 1
2024
Q2 		$15.6M Sell
259,832
-2,200
-0.8% -$134K 9.92% 1
2024
Q1 		$16.4M Buy
262,032
+37,844
+17% +$2.24M 10.53% 1
2023
Q4 		$12.9M Buy
224,188
+2,968
+1% +$159K 9.88% 1
2023
Q3 		$11.5M Buy
221,220
+9,296
+4% +$510K 9.84% 1
2023
Q2 		$11.7M Buy
211,924
+7,208
+4% +$378K 9.66% 1
2023
Q1 		$10.8M Buy
204,716
+636
+0.3% +$33.8K 9.63% 1
2022
Q4 		$11.2M Buy
204,080
+2,116
+1% +$108K 10.06% 1
2022
Q3 		$9.62M Buy
201,964
+4,792
+2% +$250K 10.22% 1
2022
Q2 		$9.74M Sell
197,172
-2,916
-1% -$158K 10.12% 1
2022
Q1 		$11.7M Buy
200,088
+8,128
+4% +$477K 10.62% 1
2021
Q4 		$11.3M Buy
+191,960
New +$12M 10.39% 1

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Von Berge Wealth Management Group sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q3 2025, closing a stake of 254,668 shares — an estimated $18.2M sold.

Von Berge Wealth Management Group first reported a position in VO in Q4 2021 and held it in 15 quarters. The position peaked at $18.2M in Q2 2025. 2,219 funds tracked by Wall St. Rank hold VO as of Q3 2025.

  • Von Berge Wealth Management Group reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Von Berge Wealth Management Group sold 254,668 Vanguard Morningstar Mid-Cap ETF shares in Q3 2025, an estimated $18.2M.
  • Von Berge Wealth Management Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and held it in 15 quarters.
  • Von Berge Wealth Management Group's Vanguard Morningstar Mid-Cap ETF position peaked at $18.2M in Q2 2025.
  • 2,219 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2025.

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