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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,489	Closed	-$428K	–	56
2025 Q2	$428K	Sell	1,489 -34	-2%	-$8.77K	0.24%	41
2025 Q1	$373K	Sell	1,523 -9	-0.6%	-$2.34K	0.24%	41
2024 Q4	$418K	Buy	1,532 +1	+0.1%	+$257	0.25%	41
2024 Q3	$394K	Sell	1,531 -20	-1%	-$4.66K	0.24%	42
2024 Q2	$354K	Sell	1,551 -43	-3%	-$9.86K	0.23%	43
2024 Q1	$376K	Sell	1,594 -20	-1%	-$4.48K	0.24%	40
2023 Q4	$348K	Sell	1,614 -227	-12%	-$45.4K	0.27%	44
2023 Q3	$359K	Buy	1,841 +37	+2%	+$7.55K	0.31%	39
2023 Q2	$371K	Hold	1,804	–	–	0.31%	38
2023 Q1	$351K	Hold	1,804	–	–	0.31%	37
2022 Q4	$352K	Hold	1,804	–	–	0.32%	37
2022 Q3	$311K	Buy	1,804 +93	+5%	+$17.6K	0.33%	39
2022 Q2	$302K	Hold	1,711	–	–	0.31%	39
2022 Q1	$366K	Hold	1,711	–	–	0.33%	37
2021 Q4	$379K	Buy	+1,711	New	+$431K	0.35%	37

Other funds holding VOT

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

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

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

Von Berge Wealth Management Group sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q3 2025, closing a stake of 1,489 shares — an estimated $428K sold.

Von Berge Wealth Management Group first reported a position in VOT in Q4 2021 and held it in 15 quarters. The position peaked at $428K in Q2 2025. 1,018 funds tracked by Wall St. Rank hold VOT as of Q3 2025.

Von Berge Wealth Management Group reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
Von Berge Wealth Management Group sold 1,489 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2025, an estimated $428K.
Von Berge Wealth Management Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2021 and held it in 15 quarters.
Von Berge Wealth Management Group's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $428K in Q2 2025.
1,018 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2025.

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