Skip to content
Disclosery

Berkshire Money Management, Inc.: VUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Berkshire Money Management, Inc. on VUG, newest first. How the timeline and the estimate are built.

Berkshire Money Management, Inc. held 288,061 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 288,061 shares
    Change vs previous 13F +239,904 shares

    2.27% of the 13F portfolio, value $24,813,575.

    13F-HR 0001398344-26-012534 filed by Berkshire Money Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 48,157 shares
    Change vs previous 13F -6,322 shares

    2.15% of the 13F portfolio, value $21,034,497.

    13F-HR 0001398344-26-006747 filed by Berkshire Money Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 54,479 shares
    Change vs previous 13F +1,475 shares

    2.54% of the 13F portfolio, value $26,578,125.

    13F-HR 0001398344-26-001283 filed by Berkshire Money Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 53,004 shares
    Change vs previous 13F +28,033 shares

    2.62% of the 13F portfolio, value $25,421,249.

    13F-HR 0001398344-25-019126 filed by Berkshire Money Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 24,971 shares
    Change vs previous 13F -54,690 shares

    1.15% of the 13F portfolio, value $10,947,287.

    13F-HR 0001398344-25-013494 filed by Berkshire Money Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 79,661 shares
    Change vs previous 13F -454 shares

    3.31% of the 13F portfolio, value $29,539,893.

    13F-HR 0001398344-25-007540 filed by Berkshire Money Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 80,115 shares
    Change vs previous 13F +414 shares

    3.58% of the 13F portfolio, value $32,882,401.

    13F-HR 0001398344-25-001095 filed by Berkshire Money Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 79,701 shares
    Change vs previous 13F not available

    3.5% of the 13F portfolio, value $30,599,605.

    13F-HR 0001398344-24-018928 filed by Berkshire Money Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).