Berkshire Asset Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Berkshire Asset Management’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$462K	Sell	2,148 -16	-0.7%	-$3.57K	0.02%	183
2025 Q4	$476K	Sell	2,164 -327	-13%	-$71.4K	0.02%	179
2025 Q3	$538K	Buy	2,491 +312	+14%	+$65.5K	0.02%	186
2025 Q2	$446K	Sell	2,179 -14	-0.6%	-$2.71K	0.02%	200
2025 Q1	$423K	Sell	2,193 -23	-1%	-$4.57K	0.02%	204
2024 Q4	$448K	Sell	2,216 -82	-4%	-$16.4K	0.02%	203
2024 Q3	$420K	Hold	2,298	–	–	0.02%	201
2024 Q2	$420K	Hold	2,298	–	–	0.02%	202
2024 Q1	$420K	Sell	2,298 -28	-1%	-$4.92K	0.02%	177
2023 Q4	$396K	Hold	2,326	–	–	0.02%	174
2023 Q3	$361K	Sell	2,326 -250	-10%	-$40.5K	0.02%	171
2023 Q2	$418K	Hold	2,576	–	–	0.02%	160
2023 Q1	$397K	Hold	2,576	–	–	0.02%	159
2022 Q4	$391K	Sell	2,576 -101	-4%	-$15.1K	0.03%	122
2022 Q3	$362K	Sell	2,677 -10	-0.4%	-$1.49K	0.03%	156
2022 Q2	$386K	Hold	2,687	–	–	0.03%	161
2022 Q1	$436K	Sell	2,687 -225	-8%	-$36.3K	0.03%	144
2021 Q4	$500K	Buy	2,912 +123	+4%	+$20.3K	0.03%	168
2021 Q3	$428K	Buy	2,789 +7	+0.3%	+$1.12K	0.03%	176
2021 Q2	$431K	Buy	2,782 +6	+0.2%	+$921	0.03%	171
2021 Q1	$408K	Buy	2,776 +16	+0.6%	+$2.28K	0.03%	164
2020 Q4	$390K	Sell	2,760 -611	-18%	-$82.8K	0.03%	164
2020 Q3	$434K	Sell	3,371 -11,673	-78%	-$1.47M	0.04%	122
2020 Q2	$1.76M	Sell	15,044 -2,628	-15%	-$299K	0.16%	67
2020 Q1	$1.83M	Buy	17,672 +3,278	+23%	+$391K	0.19%	68
2019 Q4	$1.79M	Hold	14,394	–	–	0.15%	74
2019 Q3	$1.72M	Hold	14,394	–	–	0.15%	84
2019 Q2	$1.66M	Hold	14,394	–	–	0.14%	86
2019 Q1	$1.58M	Sell	14,394 -1,148	-7%	-$121K	0.13%	90
2018 Q4	$1.52M	Buy	15,542 +501	+3%	+$52.2K	0.14%	86
2018 Q3	$1.67M	Hold	15,041	–	–	0.14%	89
2018 Q2	$1.53M	Hold	15,041	–	–	0.14%	88
2018 Q1	$1.52M	Hold	15,041	–	–	0.15%	88
2017 Q4	$1.53M	Hold	15,041	–	–	0.15%	89
2017 Q3	$1.43M	Hold	15,041	–	–	0.16%	82
2017 Q2	$1.39M	Hold	15,041	–	–	0.16%	84
2017 Q1	$1.35M	Buy	15,041 +318	+2%	+$28.2K	0.16%	85
2016 Q4	$1.25M	Hold	14,723	–	–	0.16%	82
2016 Q3	$1.24M	Sell	14,723 -204	-1%	-$17.3K	0.18%	86
2016 Q2	$1.24M	Hold	14,927	–	–	0.19%	83
2016 Q1	$1.21M	Hold	14,927	–	–	0.19%	81
2015 Q4	$1.16M	Hold	14,927	–	–	0.19%	81
2015 Q3	$1.1M	Hold	14,927	–	–	0.2%	81
2015 Q2	$1.17M	Buy	14,927 +594	+4%	+$48.1K	0.2%	82
2015 Q1	$1.15M	Buy	14,333 +306	+2%	+$24.8K	0.19%	79
2014 Q4	$1.14M	Buy	14,027 +7,062	+101%	+$558K	0.2%	80
2014 Q3	$536K	Buy	+6,965	New	+$540K	0.1%	102

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Berkshire Asset Management's VIG Position: Q1 2026 in Review

Berkshire Asset Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.74% in Q1 2026, selling an estimated $3.57K and leaving 2,148 shares worth $462K. The position accounts for 0.02% of the portfolio, ranked #183.

Berkshire Asset Management first reported a position in VIG in Q3 2014 and has held it in 47 quarters since. The position peaked at $1.83M in Q1 2020. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Berkshire Asset Management held 2,148 shares of Vanguard Dividend Appreciation ETF worth $462K as of Q1 2026.
Berkshire Asset Management sold 16 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $3.57K.
Vanguard Dividend Appreciation ETF made up 0.02% of Berkshire Asset Management's portfolio in Q1 2026, its #183 holding.
Berkshire Asset Management first reported a position in Vanguard Dividend Appreciation ETF in Q3 2014 and has held it in 47 quarters since.
Berkshire Asset Management's Vanguard Dividend Appreciation ETF position peaked at $1.83M in Q1 2020.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Berkshire Asset Management's 13F filing for Q1 2026, filed 11 May 2026.