Berkshire Money Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-4,420	Closed	-$1.39M	–	130
2025 Q4	$1.39M	Buy	+4,420	New	+$1.38M	0.13%	41
2025 Q3	–	Sell	-4,536	Closed	-$1.29M	–	147
2025 Q2	$1.29M	Sell	4,536 -157	-3%	-$41.4K	0.14%	40
2025 Q1	$1.21M	Sell	4,693 -721	-13%	-$195K	0.14%	33
2024 Q4	$1.46M	Buy	+5,414	New	+$1.47M	0.16%	30
2024 Q2	–	Sell	-11,094	Closed	-$2.66M	–	84
2024 Q1	$2.66M	Sell	11,094 -3,304	-23%	-$756K	0.32%	24
2023 Q4	$3.14M	Sell	14,398 -4,775	-25%	-$976K	0.42%	24
2023 Q3	$3.75M	Buy	19,173 +185	+1%	+$37.7K	0.57%	21
2023 Q2	$3.85M	Sell	18,988 -7,633	-29%	-$1.46M	0.56%	27
2023 Q1	$4.97M	Sell	26,621 -3,316	-11%	-$604K	0.75%	25
2022 Q4	$5.22M	Buy	29,937 +3,040	+11%	+$533K	0.83%	18
2022 Q3	$4.4M	Sell	26,897 -12,607	-32%	-$2.29M	0.76%	23
2022 Q2	$6.81M	Buy	+39,504	New	+$7.41M	1.13%	18

Other funds holding VV

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

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

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

Berkshire Money Management sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q1 2026, closing a stake of 4,420 shares — an estimated $1.39M sold.

Berkshire Money Management first reported a position in VV in Q2 2022 and held it in 12 quarters. The position peaked at $6.81M in Q2 2022. 1,312 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Berkshire Money Management reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q1 2026 after selling out during the quarter.
Berkshire Money Management sold 4,420 Vanguard Morningstar Large-Cap ETF shares in Q1 2026, an estimated $1.39M.
Berkshire Money Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2022 and held it in 12 quarters.
Berkshire Money Management's Vanguard Morningstar Large-Cap ETF position peaked at $6.81M in Q2 2022.
1,312 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2026.

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