Berkshire Money Management, Inc. VUG holdings history
VANGUARD MRNGSTAR GR ETF-SUI · CUSIP 922908736 · CIK 1535172
As of 2026-06-30, Berkshire Money Management, Inc. reported 288.06K VUG (shares), valued at $24.81M, or 2.27% of its reported non-derivative portfolio. Filed 2026-07-23.
Verify history & sources →Shares increased 498.17%; reported value increased 17.97%, and weight changed +0.12 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 | 2.27% | 288,061 | SEC filing ↗Filed Jul 23, 2026 |
| Q1 2026 | 2.15% | 48,157 | SEC filing ↗Filed Apr 21, 2026 |
| Q4 2025 | 2.54% | 54,479 | SEC filing ↗Filed Jan 27, 2026 |
| Q3 2025 | 2.62% | 53,004 | SEC filing ↗Filed Oct 14, 2025 |
| Q2 2025 | 1.15% | 24,971 | SEC filing ↗Filed Jul 22, 2025 |
| Q1 2025 | 3.31% | 79,661 | SEC filing ↗Filed Apr 23, 2025 |
| Q4 2024 | 3.58% | 80,115 | SEC filing ↗Filed Jan 27, 2025 |
| Q3 2024 | 3.50% | 79,701 | SEC filing ↗Filed Oct 16, 2024 |
| Q2 2024 | 3.55% | 78,210 | SEC filing ↗Filed Jul 19, 2024 |
| Q1 2024 | 2.55% | 61,470 | SEC filing ↗Filed May 8, 2024 |
| Q4 2023 | 2.57% | 62,137 | SEC filing ↗Filed Feb 8, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 2.57% | 62,137 | $19.32M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 8, 2024 |
| Q1 2024 | 2.55% | 61,470 | $21.16M | Shares decreased 1.07%; reported value increased 9.53%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2024 |
| Q2 2024 | 3.55% | 78,210 | $29.25M | Shares increased 27.23%; reported value increased 38.25%, and weight changed +1.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 19, 2024 |
| Q3 2024 | 3.50% | 79,701 | $30.60M | Shares increased 1.91%; reported value increased 4.61%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 16, 2024 |
| Q4 2024 | 3.58% | 80,115 | $32.88M | Shares increased 0.52%; reported value increased 7.46%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 27, 2025 |
| Q1 2025 | 3.31% | 79,661 | $29.54M | Shares decreased 0.57%; reported value decreased 10.17%, and weight changed -0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2025 |
| Q2 2025 | 1.15% | 24,971 | $10.95M | Shares decreased 68.65%; reported value decreased 62.94%, and weight changed -2.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2025 |
| Q3 2025 | 2.62% | 53,004 | $25.42M | Shares increased 112.26%; reported value increased 132.22%, and weight changed +1.47 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 14, 2025 |
| Q4 2025 | 2.54% | 54,479 | $26.58M | Shares increased 2.78%; reported value increased 4.55%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 27, 2026 |
| Q1 2026 | 2.15% | 48,157 | $21.03M | Shares decreased 11.60%; reported value decreased 20.86%, and weight changed -0.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 21, 2026 |
| Q2 2026 | 2.27% | 288,061 | $24.81M | Shares increased 498.17%; reported value increased 17.97%, and weight changed +0.12 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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