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Von Berge Wealth Management Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Von Berge Wealth Management Group’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-3,625
Closed -$2.1M – 53
2025
Q2 		$2.1M Buy
3,625
+116
+3% +$61K 1.18% 20
2025
Q1 		$1.76M Buy
3,509
+41
+1% +$22.2K 1.14% 20
2024
Q4 		$1.93M Buy
3,468
+66
+2% +$35.7K 1.17% 20
2024
Q3 		$1.85M Sell
3,402
-610
-15% -$310K 1.14% 19
2024
Q2 		$2.01M Buy
4,012
+39
+1% +$18.8K 1.28% 20
2024
Q1 		$1.91M Buy
3,973
+535
+16% +$245K 1.23% 20
2023
Q4 		$1.51M Sell
3,438
-253
-7% -$104K 1.16% 22
2023
Q3 		$1.45M Sell
3,691
-60
-2% -$24.5K 1.24% 21
2023
Q2 		$1.53M Buy
3,751
+52
+1% +$20.1K 1.27% 22
2023
Q1 		$1.4M Sell
3,699
-76
-2% -$27.9K 1.25% 21
2022
Q4 		$1.41M Buy
3,775
+197
+6% +$69.6K 1.27% 21
2022
Q3 		$1.18M Buy
3,578
+710
+25% +$259K 1.26% 22
2022
Q2 		$999K Buy
2,868
+136
+5% +$51.2K 1.04% 23
2022
Q1 		$1.1M Buy
2,732
+270
+11% +$111K 1% 23
2021
Q4 		$1.02M Buy
+2,462
New +$1.04M 0.94% 26

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Von Berge Wealth Management Group sold out of Vanguard S&P 500 ETF (VOO) in Q3 2025, closing a stake of 3,625 shares — an estimated $2.1M sold.

Von Berge Wealth Management Group first reported a position in VOO in Q4 2021 and held it in 15 quarters. The position peaked at $2.1M in Q2 2025. 3,461 funds tracked by Wall St. Rank hold VOO as of Q3 2025.

  • Von Berge Wealth Management Group reported no remaining Vanguard S&P 500 ETF position as of Q3 2025 after selling out during the quarter.
  • Von Berge Wealth Management Group sold 3,625 Vanguard S&P 500 ETF shares in Q3 2025, an estimated $2.1M.
  • Von Berge Wealth Management Group first reported a position in Vanguard S&P 500 ETF in Q4 2021 and held it in 15 quarters.
  • Von Berge Wealth Management Group's Vanguard S&P 500 ETF position peaked at $2.1M in Q2 2025.
  • 3,461 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2025.

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