Von Berge Wealth Management Group, LLC Incresed Positions in Q2 2025

Von Berge Wealth Management Group, LLC

  • $173 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MGK
Vanguard Mega Cap Growth ETF

ETFs
28
+ 0.06%
$273.67 - $366.17 $7.66K - $10.3K
44K $16.1M
VO
Vanguard Mid Cap ETF

ETFs
963
+ 1.54%
$228.54 - $279.83 $220K - $269K
63.7K $17.8M
VEA
Vanguard Ftse Developed Market

ETFs
3.82K
+ 2.14%
$45.65 - $57.01 $174K - $218K
182K $10.4M
FNDF
Schwab Fundamental Intl Large

ETFs
944
+ 0.35%
$32.25 - $40.02 $30.4K - $37.8K
270K $10.8M
VB
Vanguard Small Cap ETF

ETFs
1.15K
+ 2.43%
$193.73 - $237.37 $223K - $273K
48.4K $11.5M
MGV
Vanguard Mega Cap Value

ETFs
3.15K
+ 2.69%
$114.87 - $131.25 $362K - $413K
120K $15.8M
VTI
Vanguard Total Stock Market Et

ETFs
237
+ 1.49%
$243.75 - $303.93 $57.8K - $72K
16.2K $4.92M
MSFT
Microsoft Corp

Technology
1
+ 0.03%
$354.56 - $497.45 $355 - $497
3.81K $1.9M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.22K
+ 11.15%
$55.54 - $69.09 $179K - $223K
32.1K $2.22M
TSLA
Tesla, Inc.

Consumer Cyclical
47
+ 0.7%
$221.86 - $362.89 $10.4K - $17.1K
6.79K $2.16M
VTV
Vanguard Value ETF

ETFs
798
+ 1.37%
$153.67 - $176.74 $123K - $141K
59.2K $10.5M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
176
+ 4.72%
$299.15 - $396.54 $52.7K - $69.8K
3.9K $1.55M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
116
+ 3.31%
$456.74 - $568.03 $53K - $65.9K
3.63K $2.06M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
395
+ 0.34%
$22.92 - $28.05 $9.05K - $11.1K
117K $3.28M
SCHV
Schwab Strategic Tr Us Large C

ETFs
68
+ 0.04%
$23.55 - $27.67 $1.6K - $1.88K
153K $4.24M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
160
+ 0.32%
$24.38 - $30.18 $3.9K - $4.83K
50.3K $1.52M
JPM
Jpmorgan Chase & CO

Financial Services
9
+ 0.52%
$210.28 - $289.91 $1.89K - $2.61K
1.73K $501K
FNDE
Schwab Fundamental Emerging Mk

ETFs
423
+ 1.96%
$26.66 - $33.09 $11.3K - $14K
22.1K $728K
VOOV
Vanguard S&P 500 Value ETF

ETFs
174
+ 2.75%
$162.65 - $188.71 $28.3K - $32.8K
6.51K $1.23M
GLW
Corning Inc

Technology
6
+ 0.08%
$39.07 - $52.59 $234 - $316
7.76K $408K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
565
+ 6.19%
$29.12 - $35.84 $16.5K - $20.2K
9.69K $347K
MGC
Vanguard Mega Cap ETF

ETFs
5
+ 0.28%
$179.23 - $224.92 $896 - $1.12K
1.77K $396K
IWR
Ishares Russell Mid Cap ETF

ETFs
1
+ 0.03%
$74.88 - $91.97 $74.9 - $92
3.32K $305K
VBK
Vanguard Small Cap Growth ETF

ETFs
1
+ 0.11%
$219.76 - $276.94 $220 - $277
902 $249K
SRE
Sempra Energy

Utilities
6
+ 0.18%
$63.78 - $78.91 $383 - $473
3.26K $247K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
11
+ 0.3%
$51.16 - $62.02 $563 - $682
3.71K $230K
PCEF
Invesco Cef Income Composite E

ETFs
200
+ 1.69%
$16.85 - $19.54 $3.37K - $3.91K
12K $235K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
13
+ 0.61%
$114.78 - $133.31 $1.49K - $1.73K
2.14K $285K
VBR
Vanguard Small Cap Value ETF

ETFs
2
+ 0.17%
$162.76 - $195.77 $326 - $392
1.15K $224K
MA
Mastercard Inc

Financial Services
1
+ 0.21%
$479.92 - $590.74 $480 - $591
467 $262K
CGMS
Capital Grp Core Plus Income E
19.5K
+ 44.27%
N/A
63.5K $0
VNQ
Vanguard Specialized Funds Van

ETFs
9
+ 0.39%
$79.79 - $91.42 $718 - $823
2.34K $208K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
66
+ 0.24%
$48.13 - $49.85 $3.18K - $3.29K
28K $1.37M
PG
Procter & Gamble CO

Consumer Defensive
3
+ 0.18%
$157.66 - $172.39 $473 - $517
1.65K $263K
Activity Summary
Buys All Purchases 39 New Holdings 4 Increased Positions 35 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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