BERKSHIRE ASSET MANAGEMENT LLC/PA
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 949012
WILKES BARRE, PA
Position in VB
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$14,848,506
+$296,257 QoQ
Shares Held
56,691
+0.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,848,506 | 56,691 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $14,552,249 | 56,415 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $19,678,983 | 77,391 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $17,833,218 | 75,252 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $16,697,996 | 75,301 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $17,685,088 | 73,602 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $20,556,144 | 86,658 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $18,894,910 | 86,658 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $19,617,365 | 85,819 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $18,273,207 | 85,657 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $15,813,625 | 83,639 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $16,150,066 | 81,201 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $15,506,387 | 81,802 | Shares | Sole | 2023-06-06 | |
| 2022-12-31 | $15,019,445 | 81,832 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $13,606,316 | 79,611 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $14,089,856 | 80,006 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $16,466,410 | 72,857 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $15,863,415 | 72,545 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $16,189,747 | 71,865 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $16,647,503 | 77,763 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $15,315,864 | 78,672 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $11,905,350 | 77,408 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $9,832,311 | 67,474 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $8,816,614 | 76,374 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||