Vanguard Small-Cap ETF shares owned by Berger Financial Group
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Berger Financial Group
from 13F filings
Historical chart of Berger Financial Group investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by Berger Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 7.7k | 254.28 |
| 2025-06-30 | $1.7M | 7.4k | 236.99 |
| 2025-03-31 | $1.6M | 7.4k | 221.76 |
| 2024-12-31 | $2.0M | 8.2k | 240.28 |
| 2024-09-30 | $2.1M | 8.8k | 237.20 |
| 2024-03-31 | $2.5M | 11k | 228.58 |
| 2023-12-31 | $2.8M | 13k | 213.33 |
| 2023-09-30 | $2.5M | 13k | 189.07 |
| 2023-06-30 | $2.2M | 11k | 198.90 |
| 2023-03-31 | $1.9M | 10k | 189.56 |
| 2022-12-31 | $1.8M | 9.9k | 183.53 |
| 2022-09-30 | $1.8M | 11k | 170.89 |
| 2022-06-30 | $2.0M | 11k | 176.14 |
| 2022-03-31 | $1.2M | 5.5k | 212.45 |
| 2021-12-31 | $1.4M | 6.0k | 226.00 |
| 2021-09-30 | $1.2M | 5.6k | 218.72 |
| 2021-06-30 | $1.2M | 5.4k | 225.23 |
| 2021-03-31 | $1.2M | 5.7k | 214.10 |
| 2020-12-31 | $1.0M | 5.3k | 194.62 |