Berkshire Asset Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-12,264	Closed	-$793K	–	295
2025 Q1	$793K	Hold	12,264	–	–	0.04%	156
2024 Q4	$867K	Hold	12,264	–	–	0.04%	151
2024 Q3	$764K	Hold	12,264	–	–	0.04%	154
2024 Q2	$764K	Hold	12,264	–	–	0.04%	155
2024 Q1	$704K	Hold	12,264	–	–	0.04%	135
2023 Q4	$635K	Hold	12,264	–	–	0.04%	136
2023 Q3	$557K	Hold	12,264	–	–	0.03%	139
2023 Q2	$578K	Hold	12,264	–	–	0.03%	137
2023 Q1	$510K	Hold	12,264	–	–	0.03%	139
2022 Q4	$436K	Hold	12,264	–	–	0.03%	117
2022 Q3	$437K	Hold	12,264	–	–	0.03%	141
2022 Q2	$456K	Buy	+12,264	New	+$504K	0.03%	144
2022 Q1	–	Sell	-12,264	Closed	-$656K	–	242
2021 Q4	$656K	Sell	12,264 -24	-0.2%	-$1.25K	0.04%	144
2021 Q3	$594K	Sell	12,288 -168	-1%	-$8.36K	0.04%	149
2021 Q2	$595K	Sell	12,456 -2,304	-16%	-$105K	0.04%	146
2021 Q1	$632K	Hold	14,760	–	–	0.05%	143
2020 Q4	$623K	Buy	+14,760	New	+$589K	0.05%	135
2020 Q2	–	Sell	-14,760	Closed	-$385K	–	190
2020 Q1	$385K	Buy	+14,760	New	+$442K	0.04%	140

Other funds holding VUG

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Berkshire Asset Management's VUG Position: Q2 2025 in Review

Berkshire Asset Management sold out of Vanguard Morningstar Growth ETF (VUG) in Q2 2025, closing a stake of 12,264 shares — an estimated $793K sold.

Berkshire Asset Management first reported a position in VUG in Q1 2020 and held it in 18 quarters. The position peaked at $867K in Q4 2024. 2,499 funds tracked by Wall St. Rank hold VUG as of Q2 2025.

Berkshire Asset Management reported no remaining Vanguard Morningstar Growth ETF position as of Q2 2025 after selling out during the quarter.
Berkshire Asset Management sold 12,264 Vanguard Morningstar Growth ETF shares in Q2 2025, an estimated $793K.
Berkshire Asset Management first reported a position in Vanguard Morningstar Growth ETF in Q1 2020 and held it in 18 quarters.
Berkshire Asset Management's Vanguard Morningstar Growth ETF position peaked at $867K in Q4 2024.
2,499 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2025.

Based on Berkshire Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.