Berkshire Money Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $24.8M | Sell |
288,061
-881
| -0.3% | -$74.1K | 2.27% | 13 |
|
|
2026
Q1 | $21M | Sell |
288,942
-37,932
| -12% | -$2.95M | 2.15% | 15 |
|
|
2025
Q4 | $26.6M | Buy |
326,874
+8,850
| +3% | +$718K | 2.54% | 12 |
|
|
2025
Q3 | $25.4M | Buy |
318,024
+168,198
| +112% | +$12.9M | 2.62% | 12 |
|
|
2025
Q2 | $10.9M | Sell |
149,826
-328,140
| -69% | -$21.6M | 1.15% | 17 |
|
|
2025
Q1 | $29.5M | Sell |
477,966
-2,724
| -0.6% | -$184K | 3.31% | 10 |
|
|
2024
Q4 | $32.9M | Buy |
480,690
+2,484
| +0.5% | +$167K | 3.58% | 11 |
|
|
2024
Q3 | $30.6M | Buy |
478,206
+8,946
| +2% | +$555K | 3.5% | 11 |
|
|
2024
Q2 | $29.3M | Buy |
469,260
+100,440
| +27% | +$5.86M | 3.55% | 11 |
|
|
2024
Q1 | $21.2M | Sell |
368,820
-4,002
| -1% | -$220K | 2.55% | 12 |
|
|
2023
Q4 | $19.3M | Sell |
372,822
-5,208
| -1% | -$251K | 2.57% | 10 |
|
|
2023
Q3 | $17.2M | Sell |
378,030
-10,824
| -3% | -$511K | 2.6% | 12 |
|
|
2023
Q2 | $18.3M | Sell |
388,854
-10,320
| -3% | -$448K | 2.65% | 14 |
|
|
2023
Q1 | $16.6M | Buy |
399,174
+4,512
| +1% | +$175K | 2.52% | 13 |
|
|
2022
Q4 | $14M | Sell |
394,662
-19,776
| -5% | -$727K | 2.22% | 12 |
|
|
2022
Q3 | $14.8M | Sell |
414,438
-53,832
| -11% | -$2.16M | 2.54% | 11 |
|
|
2022
Q2 | $17.4M | Sell |
468,270
-57,246
| -11% | -$2.35M | 2.89% | 10 |
|
|
2022
Q1 | $25.2M | Sell |
525,516
-472,668
| -47% | -$22.4M | 3.62% | 9 |
|
|
2021
Q4 | $53.4M | Buy |
998,184
+510
| +0.1% | +$26.6K | 7.81% | 5 |
|
|
2021
Q3 | $48.2M | Buy |
997,674
+14,580
| +1% | +$726K | 7.66% | 5 |
|
|
2021
Q2 | $47M | Buy |
983,094
+4,644
| +0.5% | +$211K | 7.56% | 5 |
|
|
2021
Q1 | $41.9M | Buy |
978,450
+13,812
| +1% | +$591K | 7.33% | 5 |
|
|
2020
Q4 | $40.7M | Buy |
964,638
+85,236
| +10% | +$3.4M | 7.52% | 5 |
|
|
2020
Q3 | $33.4M | Buy |
879,402
+647,250
| +279% | +$23.9M | 6.93% | 7 |
|
|
2020
Q2 | $7.82M | Buy |
232,152
+225,348
| +3,312% | +$6.93M | 1.72% | 17 |
|
|
2020
Q1 | $178K | Sell |
6,804
-486,354
| -99% | -$14.6M | 0.04% | 38 |
|
|
2019
Q4 | $15M | Sell |
493,158
-11,898
| -2% | -$344K | 2.92% | 11 |
|
|
2019
Q3 | $14M | Sell |
505,056
-3,510
| -0.7% | -$97.4K | 2.89% | 11 |
|
|
2019
Q2 | $13.8M | Sell |
508,566
-5,508
| -1% | -$147K | 2.93% | 11 |
|
|
2019
Q1 | $13.4M | Buy |
514,074
+58,878
| +13% | +$1.45M | 2.97% | 9 |
|
|
2018
Q4 | $10.2M | Sell |
455,196
-969,990
| -68% | -$23.5M | 2.54% | 12 |
|
|
2018
Q3 | $38.3M | Buy |
1,425,186
+27,222
| +2% | +$712K | 8.45% | 5 |
|
|
2018
Q2 | $35.5M | Buy |
1,397,964
+578,232
| +71% | +$14.2M | 8.29% | 6 |
|
|
2018
Q1 | $19.4M | Buy |
819,732
+82,896
| +11% | +$2.02M | 4.84% | 7 |
|
|
2017
Q4 | $17.3M | Buy |
736,836
+3,216
| +0.4% | +$73.8K | 4.32% | 7 |
|
|
2017
Q3 | $16.7M | Buy |
733,620
+10,830
| +1% | +$235K | 4.36% | 7 |
|
|
2017
Q2 | $15.3M | Buy |
722,790
+9,312
| +1% | +$195K | 4.31% | 7 |
|
|
2017
Q1 | $14.5M | Sell |
713,478
-6,420
| -0.9% | -$127K | 4.35% | 8 |
|
|
2016
Q4 | $13.4M | Sell |
719,898
-47,106
| -6% | -$871K | 3.97% | 9 |
|
|
2016
Q3 | $14.4M | Buy |
767,004
+439,320
| +134% | +$8.17M | 4.41% | 9 |
|
|
2016
Q2 | $5.86M | Sell |
327,684
-1,128,636
| -77% | -$20.1M | 2.01% | 14 |
|
|
2016
Q1 | $25.8M | Sell |
1,456,320
-786
| -0.1% | -$13.2K | 7.87% | 4 |
|
|
2015
Q4 | $25.8M | Buy |
+1,457,106
| New | +$26.1M | 7.87% | 3 |
|
|
2015
Q3 | – | Sell |
-17,304
| Closed | -$309K | – | 20 |
|
|
2015
Q2 | $309K | Buy |
+17,304
| New | +$314K | 0.09% | 16 |
|
Other funds holding VUG
MG
RWP
DADC
MWM
Berkshire Money Management's VUG Position: Q2 2026 in Review
Berkshire Money Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.3% in Q2 2026, selling an estimated $74.1K and leaving 288,061 shares worth $24.8M. The position accounts for 2.27% of the portfolio, ranked #13.
Berkshire Money Management first reported a position in VUG in Q2 2015 and has held it in 44 quarters since. The position peaked at $53.4M in Q4 2021. 2,038 funds tracked by Wall St. Rank hold VUG as of Q2 2026.
- Berkshire Money Management held 288,061 shares of Vanguard Morningstar Growth ETF worth $24.8M as of Q2 2026.
- Berkshire Money Management sold 881 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $74.1K.
- Vanguard Morningstar Growth ETF made up 2.27% of Berkshire Money Management's portfolio in Q2 2026, its #13 holding.
- Berkshire Money Management first reported a position in Vanguard Morningstar Growth ETF in Q2 2015 and has held it in 44 quarters since.
- Berkshire Money Management's Vanguard Morningstar Growth ETF position peaked at $53.4M in Q4 2021.
- 2,038 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.
Based on Berkshire Money Management's 13F filing for Q2 2026, filed 23 Jul 2026.