Berkshire Money Management’s Vanguard S&P 500 ETF VOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-5,556	Closed	-$3.48M	–	127
2025 Q4	$3.48M	Buy	+5,556	New	+$3.45M	0.33%	25
2025 Q3	–	Sell	-6,244	Closed	-$3.55M	–	141
2025 Q2	$3.55M	Sell	6,244 -158	-2%	-$83K	0.37%	23
2025 Q1	$3.29M	Sell	6,402 -296	-4%	-$160K	0.37%	23
2024 Q4	$3.61M	Buy	+6,698	New	+$3.63M	0.39%	20
2024 Q2	–	Sell	-7,345	Closed	-$3.53M	–	81
2024 Q1	$3.53M	Sell	7,345 -3,702	-34%	-$1.69M	0.43%	21
2023 Q4	$4.83M	Buy	11,047 +477	+5%	+$195K	0.64%	21
2023 Q3	$4.15M	Sell	10,570 -35	-0.3%	-$14.3K	0.63%	20
2023 Q2	$4.32M	Sell	10,605 -294	-3%	-$113K	0.62%	24
2023 Q1	$4.1M	Sell	10,899 -2,878	-21%	-$1.06M	0.62%	27
2022 Q4	$4.84M	Buy	13,777 +2,109	+18%	+$745K	0.77%	20
2022 Q3	$3.83M	Buy	+11,668	New	+$4.26M	0.66%	24
2020 Q2	–	Sell	-500	Closed	-$118K	–	79
2020 Q1	$118K	Buy	+500	New	+$140K	0.03%	44
2019 Q1	–	Sell	-1,091	Closed	-$251K	–	32
2018 Q4	$251K	Buy	+1,091	New	+$270K	0.06%	29

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

Berkshire Money Management sold out of Vanguard S&P 500 ETF (VOO) in Q1 2026, closing a stake of 5,556 shares — an estimated $3.48M sold.

Berkshire Money Management first reported a position in VOO in Q4 2018 and held it in 13 quarters. The position peaked at $4.84M in Q4 2022. 3,835 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Berkshire Money Management reported no remaining Vanguard S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
Berkshire Money Management sold 5,556 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $3.48M.
Berkshire Money Management first reported a position in Vanguard S&P 500 ETF in Q4 2018 and held it in 13 quarters.
Berkshire Money Management's Vanguard S&P 500 ETF position peaked at $4.84M in Q4 2022.
3,835 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

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