Von Berge Wealth Management Group, LLC Vanguard Mid Cap ETF Transaction History
Von Berge Wealth Management Group, LLC
- $173 Million
- Q2 2025
A detailed history of Von Berge Wealth Management Group, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Von Berge Wealth Management Group, LLC holds 63,667 shares of VO stock, worth $18.3 Million. This represents 10.31% of its overall portfolio holdings.
Number of Shares
63,667
Previous 62,704
1.54%
Holding current value
$18.3 Million
Previous $16.2 Million
9.86%
% of portfolio
10.31%
Previous 10.38%
Shares
15 transactions
Others Institutions Holding VO
# of Institutions
2,395Shares Held
203MCall Options Held
69.3KPut Options Held
25.1K-
Wells Fargo & Company San Francisco, CA24MShares$6.9 Billion1.45% of portfolio
-
Jones Financial Companies Lllp18.4MShares$5.28 Billion4.27% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.79 Billion0.35% of portfolio
-
Creative Planning Overland Park, KS8.21MShares$2.36 Billion2.0% of portfolio
-
Morgan Stanley New York, NY8.03MShares$2.31 Billion0.15% of portfolio