Berkshire Money Management, Inc. BSV holdings history
VANGUARD SHORT-TERM BOND ETF · CUSIP 921937827 · CIK 1535172
As of 2026-06-30, Berkshire Money Management, Inc. reported 423.45K BSV (shares), valued at $32.99M, or 3.01% of its reported non-derivative portfolio. Filed 2026-07-23.
Verify history & sources →Shares increased 0.45%; reported value decreased 0.19%, and weight changed -0.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 3.01% | 423,447 | SEC filing ↗Filed Jul 23, 2026 |
| Q1 2026 | 3.39% | 421,566 | SEC filing ↗Filed Apr 21, 2026 |
| Q4 2025 | 3.06% | 406,845 | SEC filing ↗Filed Jan 27, 2026 |
| Q3 2025 | 3.96% | 487,797 | SEC filing ↗Filed Oct 14, 2025 |
| Q2 2025 | 6.56% | 791,653 | SEC filing ↗Filed Jul 22, 2025 |
| Q1 2025 | 5.22% | 594,142 | SEC filing ↗Filed Apr 23, 2025 |
| Q4 2024 | 4.76% | 566,561 | SEC filing ↗Filed Jan 27, 2025 |
| Q3 2024 | 4.89% | 542,761 | SEC filing ↗Filed Oct 16, 2024 |
| Q2 2024 | 4.86% | 521,842 | SEC filing ↗Filed Jul 19, 2024 |
| Q1 2024 | 4.73% | 511,153 | SEC filing ↗Filed May 8, 2024 |
| Q4 2023 | 4.63% | 452,096 | SEC filing ↗Filed Feb 8, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 4.63% | 452,096 | $34.82M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 8, 2024 |
| Q1 2024 | 4.73% | 511,153 | $39.19M | Shares increased 13.06%; reported value increased 12.55%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2024 |
| Q2 2024 | 4.86% | 521,842 | $40.03M | Shares increased 2.09%; reported value increased 2.13%, and weight changed +0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 19, 2024 |
| Q3 2024 | 4.89% | 542,761 | $42.71M | Shares increased 4.01%; reported value increased 6.71%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 16, 2024 |
| Q4 2024 | 4.76% | 566,561 | $43.78M | Shares increased 4.38%; reported value increased 2.50%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 27, 2025 |
| Q1 2025 | 5.22% | 594,142 | $46.51M | Shares increased 4.87%; reported value increased 6.24%, and weight changed +0.46 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2025 |
| Q2 2025 | 6.56% | 791,653 | $62.30M | Shares increased 33.24%; reported value increased 33.96%, and weight changed +1.34 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2025 |
| Q3 2025 | 3.96% | 487,797 | $38.49M | Shares decreased 38.38%; reported value decreased 38.22%, and weight changed -2.60 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 14, 2025 |
| Q4 2025 | 3.06% | 406,845 | $32.06M | Shares decreased 16.60%; reported value decreased 16.70%, and weight changed -0.90 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 27, 2026 |
| Q1 2026 | 3.39% | 421,566 | $33.05M | Shares increased 3.62%; reported value increased 3.09%, and weight changed +0.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 21, 2026 |
| Q2 2026 | 3.01% | 423,447 | $32.99M | Shares increased 0.45%; reported value decreased 0.19%, and weight changed -0.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 23, 2026 |
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