Berkshire Money Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-198	Closed	-$60.2K	–	145
2025 Q2	$60.2K	Buy	+198	New	+$55.7K	0.01%	127
2020 Q2	–	Sell	-796	Closed	-$103K	–	80
2020 Q1	$103K	Sell	796 -4,330	-84%	-$670K	0.03%	46
2019 Q4	$839K	Hold	5,126	–	–	0.16%	23
2019 Q3	$774K	Hold	5,126	–	–	0.16%	23
2019 Q2	$769K	Sell	5,126 -1,480	-22%	-$218K	0.16%	23
2019 Q1	$956K	Buy	6,606 +4,130	+167%	+$576K	0.21%	19
2018 Q4	$316K	Buy	+2,476	New	+$342K	0.08%	24

Other funds holding VTI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Berkshire Money Management's VTI Position: Q3 2025 in Review

Berkshire Money Management sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q3 2025, closing a stake of 198 shares — an estimated $60.2K sold.

Berkshire Money Management first reported a position in VTI in Q4 2018 and held it in 7 quarters. The position peaked at $956K in Q1 2019. 3,247 funds tracked by Wall St. Rank hold VTI as of Q3 2025.

Berkshire Money Management reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q3 2025 after selling out during the quarter.
Berkshire Money Management sold 198 Vanguard Morningstar Total Stock Market ETF shares in Q3 2025, an estimated $60.2K.
Berkshire Money Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2018 and held it in 7 quarters.
Berkshire Money Management's Vanguard Morningstar Total Stock Market ETF position peaked at $956K in Q1 2019.
3,247 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2025.

Based on Berkshire Money Management's 13F filing for Q3 2025, filed 14 Oct 2025.