Berger Financial Group, Inc
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1826136
Plymouth, MN
Position in VB
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$1,936,112
+$20,318 QoQ
Shares Held
7,392
-0.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,936,112 | 7,392 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,915,794 | 7,427 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,952,870 | 7,680 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,748,675 | 7,379 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,638,954 | 7,391 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,961,645 | 8,164 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,090,057 | 8,811 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,201,113 | 10,095 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,511,289 | 10,986 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $2,797,182 | 13,112 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $2,494,778 | 13,195 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,154,575 | 10,833 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,938,819 | 10,228 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,811,723 | 9,871 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $1,786,180 | 10,451 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,983,703 | 11,264 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,174,385 | 5,526 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,361,032 | 6,022 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $1,228,706 | 5,619 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,205,248 | 5,350 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,226,892 | 5,731 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,034,334 | 5,313 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||