Berkshire Asset Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$234K	Hold	728	–	–	0.01%	243
2025 Q4	$244K	Hold	728	–	–	0.01%	241
2025 Q3	$239K	Hold	728	–	–	0.01%	263
2025 Q2	$221K	Sell	728 -17	-2%	-$4.78K	0.01%	264
2025 Q1	$207K	Hold	745	–	–	0.01%	271
2024 Q4	$224K	Buy	+745	New	+$217K	0.01%	260
2022 Q1	–	Sell	-931	Closed	-$225K	–	241
2021 Q4	$225K	Hold	931	–	–	0.01%	224
2021 Q3	$207K	Buy	931 +19	+2%	+$4.33K	0.01%	227
2021 Q2	$203K	Sell	912 -65	-7%	-$14.1K	0.01%	229
2021 Q1	$202K	Buy	+977	New	+$198K	0.02%	220

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Berkshire Asset Management held its Vanguard Total Stock Market ETF (VTI) position steady in Q1 2026 at 728 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #243.

Berkshire Asset Management first reported a position in VTI in Q1 2021 and has held it in 10 quarters since. The position peaked at $244K in Q4 2025. 3,554 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Berkshire Asset Management held 728 shares of Vanguard Total Stock Market ETF worth $234K as of Q1 2026.
Berkshire Asset Management left its Vanguard Total Stock Market ETF share count unchanged in Q1 2026.
Vanguard Total Stock Market ETF made up 0.01% of Berkshire Asset Management's portfolio in Q1 2026, its #243 holding.
Berkshire Asset Management first reported a position in Vanguard Total Stock Market ETF in Q1 2021 and has held it in 10 quarters since.
Berkshire Asset Management's Vanguard Total Stock Market ETF position peaked at $244K in Q4 2025.
3,554 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

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