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Berkshire Asset Management’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Berkshire Asset Management’s Portfolio VONG Stock Details VONG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$435K Buy
3,969
+255
+7% +$29.8K 0.02% 187
2025
Q4 		$452K Sell
3,714
-85
-2% -$10.4K 0.02% 183
2025
Q3 		$458K Sell
3,799
-78
-2% -$8.94K 0.02% 203
2025
Q2 		$423K Hold
3,877
– – 0.02% 205
2025
Q1 		$374K Buy
3,877
+158
+4% +$16K 0.02% 215
2024
Q4 		$398K Buy
3,719
+591
+19% +$59.8K 0.02% 215
2024
Q3 		$293K Hold
3,128
– – 0.01% 236
2024
Q2 		$293K Hold
3,128
– – 0.01% 237
2024
Q1 		$271K Sell
3,128
-1,350
-30% -$112K 0.01% 211
2023
Q4 		$349K Hold
4,478
– – 0.02% 185
2023
Q3 		$306K Hold
4,478
– – 0.02% 188
2023
Q2 		$317K Hold
4,478
– – 0.02% 189
2023
Q1 		$282K Sell
4,478
-210
-4% -$12.4K 0.02% 193
2022
Q4 		$258K Hold
4,688
– – 0.02% 131
2022
Q3 		$254K Hold
4,688
– – 0.02% 187
2022
Q2 		$264K Hold
4,688
– – 0.02% 193
2022
Q1 		$335K Hold
4,688
– – 0.02% 167
2021
Q4 		$368K Hold
4,688
– – 0.02% 189
2021
Q3 		$330K Hold
4,688
– – 0.02% 190
2021
Q2 		$327K Hold
4,688
– – 0.02% 189
2021
Q1 		$293K Hold
4,688
– – 0.02% 185
2020
Q4 		$290K Hold
4,688
– – 0.02% 186
2020
Q3 		$261K Hold
4,688
– – 0.03% 146
2020
Q2 		$231K Buy
+4,688
New +$212K 0.02% 152
2020
Q1 		– Sell
-4,868
Closed -$220K – 221
2019
Q4 		$220K Buy
+4,868
New +$209K 0.02% 186
2015
Q3 		– Sell
-11,544
Closed -$292K – 160
2015
Q2 		$292K Buy
11,544
+40
+0.3% +$1.03K 0.05% 137
2015
Q1 		$292K Hold
11,504
– – 0.05% 136
2014
Q4 		$282K Hold
11,504
– – 0.05% 142
2014
Q3 		$271K Hold
11,504
– – 0.05% 143
2014
Q2 		$267K Hold
11,504
– – 0.05% 143
2014
Q1 		$256K Buy
11,504
+1,044
+10% +$23K 0.05% 138
2013
Q4 		$231K Buy
+10,460
New +$220K 0.04% 155

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Berkshire Asset Management increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 6.9% in Q1 2026, buying an estimated $29.8K and bringing the position to 3,969 shares worth $435K. The position accounts for 0.02% of the portfolio, ranked #187.

Berkshire Asset Management first reported a position in VONG in Q4 2013 and has held it in 32 quarters since. The position peaked at $458K in Q3 2025. 860 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

  • Berkshire Asset Management held 3,969 shares of Vanguard Russell 1000 Growth ETF worth $435K as of Q1 2026.
  • Berkshire Asset Management bought 255 Vanguard Russell 1000 Growth ETF shares in Q1 2026, an estimated $29.8K.
  • Vanguard Russell 1000 Growth ETF made up 0.02% of Berkshire Asset Management's portfolio in Q1 2026, its #187 holding.
  • Berkshire Asset Management first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2013 and has held it in 32 quarters since.
  • Berkshire Asset Management's Vanguard Russell 1000 Growth ETF position peaked at $458K in Q3 2025.
  • 860 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

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