VB

Von Berge Wealth Management Group, LLC

13F
Von Berge Wealth Management Group, LLC
Last update 2025-04-28 63 Stocks (1 new)
Value $155.00 Mil Turnover 3 %
Countries:
Top Holdings: VO(10.28%)MGV(9.27%)MGK(8.75%)VB(6.56%)FNDF(6.40%)
Summary Stock Picks Current Portfolio
Von Berge Wealth Management Gr... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VO
Vanguard Mid-Cap ETF
62,704
15,930.0
-0.06%
10.280
-0.01%
0.020
+16.29%
+7.74%
79,383.2
 
MGV
Vanguard Mega Cap Value ETF
117,271
14,362.1
+8.01%
9.270
+0.69%
0.160
+9.79%
+6.82%
8,973.0
 
MGK
Vanguard Mega Cap Growth ETF
43,939
13,563.1
+3.11%
8.750
+0.26%
0.050
+23.32%
+7.74%
25,689.9
 
VB
Vanguard Small Cap ETF
47,202
10,162.6
+0.54%
6.560
+0.04%
0.020
+18.12%
+1.59%
60,849.6
 
FNDF
Schwab Fundamental International Equity ETF
Schwab Fundamental International Equity ETF
268,826
9,922.4
-1.01%
6.400
-0.06%
0.070
+16.46%
+22.04%
16,535.2
 
VTV
Vanguard Value ETF
58,419
9,643.8
+4.16%
6.220
+0.25%
0.010
+10.76%
+6.49%
132,298.5
 
VEA
Vanguard FTSE Developed Markets ETF
177,935
9,307.8
+5.15%
6.010
+0.29%
0.010
+16.01%
+20.43%
157,306.4
 
VUG
Vanguard Growth ETF
23,200
8,605.2
-2.03%
5.550
-0.12%
0.010
+22.75%
+7.86%
164,480.8
 
SCHG
Schwab U.S. Large-Cap Growth ETF
183,931
4,581.7
+0.18%
2.960
+0.01%
0.010
+20.60%
+5.52%
44,469.7
 
VTI
Vanguard Total Stock Market ETF
15,942
4,288.1
+4.12%
2.770
+0.11%
0.000
+17.65%
+6.63%
471,718.0
 

Von Berge Wealth Management Group, LLC's Historical Top Holdings Breakdowns

Von Berge Wealth Management Group, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MGV
Vanguard Mega Cap Value ETF
2025-03-31
Add
Add
+0.69%
●
123.61 ($129.3) 133.01
$132.04
2.12%
Add 8.01%
117,271
8,699
META
Meta Platforms Inc
2025-03-31
Add
Add
+0.47%
●
576.36 ($645.17) 736.67
$717.51
11.21%
Add 30.71%
5,746
1,350
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.44%
●
209.68 ($231.67) 247.1
$211.16
-8.85%
Reduce -22.14%
10,763
-3,061
VIG
Vanguard Dividend Appreciation FTF
2025-03-31
Add
Add
+0.30%
●
190.34 ($198.85) 205.23
$205.93
3.56%
Add 13.72%
20,588
2,484
VEA
Vanguard FTSE Developed Markets ETF
2025-03-31
Add
Add
+0.29%
●
47.4 ($50.6) 52.99
$56.87
12.39%
Add 5.15%
177,935
8,711
MGK
Vanguard Mega Cap Growth ETF
2025-03-31
Add
Add
+0.26%
●
307.43 ($337.36) 357.48
$369.20
9.44%
Add 3.11%
43,939
1,325
VTV
Vanguard Value ETF
2025-03-31
Add
Add
+0.25%
●
167.73 ($174.39) 179.21
$178.26
2.22%
Add 4.16%
58,419
2,331
CGMS
Capital Group U.S. Multi-Sector Income
Capital Group U.S. Multi-Sector Income
2025-03-31
Add
Add
+0.19%
●
27.1 ($27.45) 27.71
$27.50
0.18%
Add 32.15%
44,000
10,704
GOOG
Alphabet Inc
2025-03-31
Sold Out
Sold Out
-0.15%
●
156.06 ($183.12) 207.71
$181.31
-0.99%
Sold Out
0
-1,188
PCEF
Invesco CEF Income Composite ETF
2025-03-31
New Buy
New Buy
+0.14%
●
18.8 ($19.4) 19.89
$19.66
1.34%
New holding
11,835
11,835

Von Berge Wealth Management Group, LLC Total Holding History ($B)

To

Von Berge Wealth Management Group, LLC's Asset Allocation

To

Von Berge Wealth Management Group, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Von Berge Wealth Management Group, LLC's Hypothetical Growth since 2025-03-31

Von Berge Wealth Management Group, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Von Berge Wealth Management Group, LLC's Holdings Heat Map

Size field:

Von Berge Wealth Management Group, LLC's Holdings Bubble Chart

Von Berge Wealth Management Group, LLC News

  • 1

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