Berkshire Asset Management’s Vanguard Morningstar 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 Q2	$345K	Buy	933 +205	+28%	+$73.3K	0.01%	214
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 $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Berkshire Asset Management's VTI Position: Q2 2026 in Review

Berkshire Asset Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 28% in Q2 2026, buying an estimated $73.3K and bringing the position to 933 shares worth $345K. The position accounts for 0.01% of the portfolio, ranked #214.

Berkshire Asset Management first reported a position in VTI in Q1 2021 and has held it in 11 quarters since. 3,697 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Berkshire Asset Management held 933 shares of Vanguard Morningstar Total Stock Market ETF worth $345K as of Q2 2026.
Berkshire Asset Management bought 205 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $73.3K.
Vanguard Morningstar Total Stock Market ETF made up 0.01% of Berkshire Asset Management's portfolio in Q2 2026, its #214 holding.
Berkshire Asset Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2021 and has held it in 11 quarters since.
3,697 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Berkshire Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.