Berkshire Money Management, Inc.
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1535172
DALTON, MA
Position in VIG
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$60,133,141
-$2,083,719 QoQ
Shares Held
279,611
-1.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
12.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $60,133,141 | 279,611 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $62,216,860 | 283,087 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $61,087,775 | 283,089 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $58,146,132 | 284,097 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $55,004,894 | 283,545 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $61,324,556 | 313,152 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $61,175,188 | 308,872 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $56,407,950 | 309,000 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $56,068,391 | 307,039 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $53,197,176 | 312,190 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $54,457,271 | 350,478 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $72,820,455 | 448,319 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $67,495,652 | 438,255 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $71,759,298 | 472,567 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $66,469,930 | 491,787 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $107,358,887 | 748,302 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $135,374,735 | 834,822 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $123,739,520 | 720,463 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $103,320,268 | 672,658 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $101,530,630 | 655,925 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $90,317,121 | 614,068 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $87,623,654 | 620,696 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $66,425,485 | 516,287 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $52,089,322 | 444,524 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $26,904,869 | 260,227 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||