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Von Berge Wealth Management Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Von Berge Wealth Management Group’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-16,179
Closed -$5.01M – 58
2025
Q2 		$5.01M Buy
16,179
+237
+1% +$66.7K 2.81% 10
2025
Q1 		$4.29M Buy
15,942
+631
+4% +$183K 2.77% 10
2024
Q4 		$4.6M Buy
15,311
+1,244
+9% +$363K 2.78% 10
2024
Q3 		$4.13M Buy
14,067
+146
+1% +$39.8K 2.55% 10
2024
Q2 		$3.73M Buy
13,921
+58
+0.4% +$15K 2.37% 11
2024
Q1 		$3.6M Buy
13,863
+923
+7% +$228K 2.32% 14
2023
Q4 		$3.07M Buy
12,940
+1,496
+13% +$331K 2.36% 12
2023
Q3 		$2.43M Sell
11,444
-53
-0.5% -$11.7K 2.08% 15
2023
Q2 		$2.53M Buy
11,497
+16
+0.1% +$3.34K 2.1% 15
2023
Q1 		$2.35M Buy
11,481
+147
+1% +$29.4K 2.1% 17
2022
Q4 		$2.31M Buy
11,334
+521
+5% +$100K 2.08% 17
2022
Q3 		$1.96M Sell
10,813
-149
-1% -$29.7K 2.08% 15
2022
Q2 		$2.08M Buy
10,962
+450
+4% +$92.5K 2.16% 16
2022
Q1 		$2.32M Sell
10,512
-58
-0.5% -$13K 2.11% 15
2021
Q4 		$2.4M Buy
+10,570
New +$2.5M 2.21% 15

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

Von Berge Wealth Management Group sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q3 2025, closing a stake of 16,179 shares — an estimated $5.01M sold.

Von Berge Wealth Management Group first reported a position in VTI in Q4 2021 and held it in 15 quarters. The position peaked at $5.01M in Q2 2025. 3,247 funds tracked by Wall St. Rank hold VTI as of Q3 2025.

  • Von Berge Wealth Management Group reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q3 2025 after selling out during the quarter.
  • Von Berge Wealth Management Group sold 16,179 Vanguard Morningstar Total Stock Market ETF shares in Q3 2025, an estimated $5.01M.
  • Von Berge Wealth Management Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and held it in 15 quarters.
  • Von Berge Wealth Management Group's Vanguard Morningstar Total Stock Market ETF position peaked at $5.01M in Q2 2025.
  • 3,247 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2025.

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