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Von Berge Wealth Management Group, LLC: VTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Von Berge Wealth Management Group, LLC on VTI, newest first. How the timeline and the estimate are built.

Von Berge Wealth Management Group, LLC held 0 VTI shares at 2025-09-30 per its 13F-HR filed 2025-10-06.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -16,179 shares

    13F-HR 0001085146-25-005787 filed by Von Berge Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 16,179 shares
    Change vs previous 13F +237 shares

    2.81% of the 13F portfolio, value $5,012,338.

    13F-HR 0001085146-25-004146 filed by Von Berge Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 15,942 shares
    Change vs previous 13F +631 shares

    2.77% of the 13F portfolio, value $4,288,109.

    13F-HR 0001085146-25-002380 filed by Von Berge Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 15,311 shares
    Change vs previous 13F +1,244 shares

    2.78% of the 13F portfolio, value $4,597,011.

    13F-HR 0001085146-25-000847 filed by Von Berge Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 14,067 shares
    Change vs previous 13F +146 shares

    2.55% of the 13F portfolio, value $4,125,695.

    13F-HR 0001085146-24-005557 filed by Von Berge Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 13,921 shares
    Change vs previous 13F +58 shares

    2.37% of the 13F portfolio, value $3,731,484.

    13F-HR 0001085146-24-003181 filed by Von Berge Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 13,863 shares
    Change vs previous 13F +923 shares

    2.32% of the 13F portfolio, value $3,603,077.

    13F-HR 0001085146-24-001777 filed by Von Berge Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 12,940 shares
    Change vs previous 13F not available

    2.36% of the 13F portfolio, value $3,068,200.

    13F-HR 0001085146-24-000358 filed by Von Berge Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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