Berkshire Money Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-6,200	Closed	-$1.73M	–	129
2025 Q4	$1.73M	Buy	+6,200	New	+$1.77M	0.17%	37
2025 Q3	–	Sell	-6,200	Closed	-$1.76M	–	144
2025 Q2	$1.76M	Hold	6,200	–	–	0.19%	34
2025 Q1	$1.52M	Hold	6,200	–	–	0.17%	32
2024 Q4	$1.57M	Buy	+6,200	New	+$1.6M	0.17%	28
2024 Q2	–	Sell	-6,200	Closed	-$1.46M	–	83
2024 Q1	$1.46M	Buy	+6,200	New	+$1.39M	0.18%	29
2020 Q3	–	Sell	-6,200	Closed	-$1.02M	–	46
2020 Q2	$1.02M	Hold	6,200	–	–	0.23%	25
2020 Q1	$785K	Hold	6,200	–	–	0.19%	23
2019 Q4	$984K	Hold	6,200	–	–	0.19%	20
2019 Q3	$918K	Hold	6,200	–	–	0.19%	21
2019 Q2	$926K	Hold	6,200	–	–	0.2%	21
2019 Q1	$885K	Hold	6,200	–	–	0.2%	20
2018 Q4	$742K	Sell	6,200 -99	-2%	-$12.7K	0.18%	19
2018 Q3	$898K	Buy	6,299 +99	+2%	+$13.9K	0.2%	14
2018 Q2	$850K	Hold	6,200	–	–	0.2%	15
2018 Q1	$804K	Hold	6,200	–	–	0.2%	17
2017 Q4	$792K	Hold	6,200	–	–	0.2%	18
2017 Q3	$772K	Hold	6,200	–	–	0.2%	18
2017 Q2	$730K	Hold	6,200	–	–	0.21%	18
2017 Q1	$700K	Hold	6,200	–	–	0.21%	17
2016 Q4	$655K	Buy	+6,200	New	+$650K	0.19%	18

Other funds holding VOT

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

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

Berkshire Money Management sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q1 2026, closing a stake of 6,200 shares — an estimated $1.73M sold.

Berkshire Money Management first reported a position in VOT in Q4 2016 and held it in 20 quarters. The position peaked at $1.76M in Q2 2025. 1,056 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

Berkshire Money Management reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
Berkshire Money Management sold 6,200 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2026, an estimated $1.73M.
Berkshire Money Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2016 and held it in 20 quarters.
Berkshire Money Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.76M in Q2 2025.
1,056 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2026.

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