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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-23,418	Closed	-$1.58M	–	54
2025 Q2	$1.58M	Buy	23,418 +1,056	+5%	+$62.8K	0.89%	24
2025 Q1	$1.25M	Sell	22,362 -2,238	-9%	-$136K	0.81%	27
2024 Q4	$1.55M	Sell	24,600 -318	-1%	-$19.1K	0.94%	23
2024 Q3	$1.49M	Sell	24,918 -792	-3%	-$44K	0.92%	25
2024 Q2	$1.44M	Sell	25,710 -696	-3%	-$36.1K	0.92%	24
2024 Q1	$1.34M	Buy	26,406 +312	+1%	+$15.1K	0.86%	24
2023 Q4	$1.19M	Buy	26,094 +66	+0.3%	+$2.82K	0.91%	26
2023 Q3	$1.07M	Hold	26,028	–	–	0.91%	25
2023 Q2	$1.1M	Hold	26,028	–	–	0.91%	25
2023 Q1	$1.01M	Buy	26,028 +78	+0.3%	+$2.87K	0.9%	25
2022 Q4	$965K	Hold	25,950	–	–	0.87%	25
2022 Q3	$901K	Hold	25,950	–	–	0.96%	26
2022 Q2	$955K	Buy	25,950 +330	+1%	+$13.1K	0.99%	25
2022 Q1	$1.11M	Buy	25,620 +1,068	+4%	+$48.2K	1.01%	22
2021 Q4	$1.13M	Buy	+24,552	New	+$1.19M	1.04%	23

Other funds holding VOOG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

TPCW

TD Private Client Wealth New York $4.82B AUM 15.21% 1-Year Est. Return

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

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

Von Berge Wealth Management Group sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q3 2025, closing a stake of 23,418 shares — an estimated $1.58M sold.

Von Berge Wealth Management Group first reported a position in VOOG in Q4 2021 and held it in 15 quarters. The position peaked at $1.58M in Q2 2025. 636 funds tracked by Wall St. Rank hold VOOG as of Q3 2025.

Von Berge Wealth Management Group reported no remaining Vanguard S&P 500 Growth ETF position as of Q3 2025 after selling out during the quarter.
Von Berge Wealth Management Group sold 23,418 Vanguard S&P 500 Growth ETF shares in Q3 2025, an estimated $1.58M.
Von Berge Wealth Management Group first reported a position in Vanguard S&P 500 Growth ETF in Q4 2021 and held it in 15 quarters.
Von Berge Wealth Management Group's Vanguard S&P 500 Growth ETF position peaked at $1.58M in Q2 2025.
636 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q3 2025.

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