Von Berge Wealth Management Group, LLC Vanguard Mid Cap Value Index F 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 Value Index F stock. As of the latest transaction made, Von Berge Wealth Management Group, LLC holds 1,865 shares of VOE stock, worth $315,781. This represents 0.18% of its overall portfolio holdings.
Number of Shares
1,865
Previous 1,887
1.17%
Holding current value
$315,781
Previous $302,000
1.32%
% of portfolio
0.18%
Previous 0.19%
Shares
10 transactions
Others Institutions Holding VOE
# of Institutions
1,221Shares Held
70.7MCall Options Held
42.8KPut Options Held
2.8K-
Morgan Stanley New York, NY4.57MShares$775 Million0.05% of portfolio
-
Betterment LLC New York, NY4.29MShares$727 Million1.63% of portfolio
-
Assetmark, Inc4.1MShares$695 Million1.82% of portfolio
-
Royal Bank Of Canada Toronto, A63.26MShares$552 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.08MShares$522 Million0.04% of portfolio