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Disclosery

Berger Financial Group, Inc: VUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Berger Financial Group, Inc on VUG, newest first. How the timeline and the estimate are built.

Berger Financial Group, Inc held 1,106,002 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,106,002 shares
    Change vs previous 13F +916,652 shares

    4.87% of the 13F portfolio, value $95,270,975.

    13F-HR 0001826136-26-000002 filed by Berger Financial Group, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 189,350 shares
    Change vs previous 13F +153,109 shares

    4.64% of the 13F portfolio, value $82,706,242.

    13F-HR 0001172661-26-001555 filed by Berger Financial Group, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 36,241 shares
    Change vs previous 13F +366 shares

    1.03% of the 13F portfolio, value $17,680,683.

    13F-HR 0001172661-26-000322 filed by Berger Financial Group, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 35,875 shares
    Change vs previous 13F +1,421 shares

    1.03% of the 13F portfolio, value $17,206,038.

    13F-HR 0001172661-25-004281 filed by Berger Financial Group, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 34,454 shares
    Change vs previous 13F +642 shares

    0.98% of the 13F portfolio, value $15,104,465.

    13F-HR 0001172661-25-002666 filed by Berger Financial Group, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 33,812 shares
    Change vs previous 13F +375 shares

    0.87% of the 13F portfolio, value $12,538,017.

    13F-HR 0001172661-25-001681 filed by Berger Financial Group, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 33,437 shares
    Change vs previous 13F +1,972 shares

    0.95% of the 13F portfolio, value $13,723,692.

    13F-HR 0001172661-25-001074 filed by Berger Financial Group, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 31,465 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $12,080,503.

    13F-HR 0001172661-24-004557 filed by Berger Financial Group, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).