BERKSHIRE ASSET MANAGEMENT LLC/PA
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 949012
WILKES BARRE, PA
Position in VIG
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$461,948
-$13,655 QoQ
Shares Held
2,148
-0.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | $461,948 | 2,148 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $475,603 | 2,164 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $537,532 | 2,491 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $445,975 | 2,179 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $425,420 | 2,193 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $433,959 | 2,216 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $455,141 | 2,298 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $419,499 | 2,298 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $419,637 | 2,298 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $396,350 | 2,326 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $361,413 | 2,326 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $418,419 | 2,576 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $396,729 | 2,576 | Shares | Sole | 2023-06-06 | |
| 2022-12-31 | $391,165 | 2,576 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $361,823 | 2,677 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $385,503 | 2,687 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $435,723 | 2,687 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $500,136 | 2,912 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $428,390 | 2,789 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $430,625 | 2,782 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $408,294 | 2,776 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $389,629 | 2,760 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $433,712 | 3,371 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,762,855 | 15,044 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,827,108 | 17,672 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||