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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,142	Closed	-$439K	–	128
2025 Q4	$439K	Buy	+2,142	New	+$434K	0.04%	77
2025 Q3	–	Sell	-2,162	Closed	-$408K	–	143
2025 Q2	$408K	Sell	2,162 -1	-0%	-$180	0.04%	70
2025 Q1	$398K	Sell	2,163 -685	-24%	-$128K	0.04%	60
2024 Q4	$525K	Buy	+2,848	New	+$546K	0.06%	50
2024 Q2	–	Sell	-2,930	Closed	-$529K	–	82
2024 Q1	$529K	Buy	+2,930	New	+$503K	0.06%	46

Other funds holding VOOV

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Berkshire Money Management sold out of Vanguard S&P 500 Value ETF (VOOV) in Q1 2026, closing a stake of 2,142 shares — an estimated $439K sold.

Berkshire Money Management first reported a position in VOOV in Q1 2024 and held it in 5 quarters. The position peaked at $529K in Q1 2024. 435 funds tracked by Wall St. Rank hold VOOV as of Q1 2026.

Berkshire Money Management reported no remaining Vanguard S&P 500 Value ETF position as of Q1 2026 after selling out during the quarter.
Berkshire Money Management sold 2,142 Vanguard S&P 500 Value ETF shares in Q1 2026, an estimated $439K.
Berkshire Money Management first reported a position in Vanguard S&P 500 Value ETF in Q1 2024 and held it in 5 quarters.
Berkshire Money Management's Vanguard S&P 500 Value ETF position peaked at $529K in Q1 2024.
435 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q1 2026.

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