Berkshire Money Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Berkshire Money Management’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-801	Closed	-$207K	–	124
2025 Q4	$207K	Buy	+801	New	+$205K	0.02%	127
2025 Q3	–	Sell	-765	Closed	-$181K	–	132
2025 Q2	$181K	Sell	765 -282	-27%	-$62.9K	0.02%	108
2025 Q1	$232K	Buy	+1,047	New	+$250K	0.03%	91
2023 Q4	–	Sell	-11,077	Closed	-$2.09M	–	45
2023 Q3	$2.09M	Sell	11,077 -430	-4%	-$85.7K	0.32%	25
2023 Q2	$2.29M	Sell	11,507 -603	-5%	-$114K	0.33%	31
2023 Q1	$2.3M	Sell	12,110 -927	-7%	-$180K	0.35%	31
2022 Q4	$2.39M	Sell	13,037 -745	-5%	-$138K	0.38%	27
2022 Q3	$2.35M	Buy	+13,782	New	+$2.6M	0.4%	28

Other funds holding VB

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

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Berkshire Money Management's VB Position: Q1 2026 in Review

Berkshire Money Management sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q1 2026, closing a stake of 801 shares — an estimated $207K sold.

Berkshire Money Management first reported a position in VB in Q3 2022 and held it in 8 quarters. The position peaked at $2.39M in Q4 2022. 2,392 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Berkshire Money Management reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
Berkshire Money Management sold 801 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $207K.
Berkshire Money Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2022 and held it in 8 quarters.
Berkshire Money Management's Vanguard Morningstar Small-Cap ETF position peaked at $2.39M in Q4 2022.
2,392 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Berkshire Money Management's 13F filing for Q1 2026, filed 21 Apr 2026.