How many ETFs does Warren Buffett own?
Most of Warren Buffett's portfolio through his holding company Berkshire Hathaway is comprised of individual stocks. He does own two ETFs, though, both of which are S&P 500 ETFs: the Vanguard S&P 500 ETF (VOO -1.36%) and the SPDR S&P 500 ETF Trust (SPY -1.38%). An S&P 500 ETF tracks the S&P 500 index itself.
| Company | Shares held | Holding value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 43,000 | $18,782,400 |
| SPDR S&P 500 Trust ETF (SPY) | 39,400 | $18,727,214 |
| Jefferies (JEF) | 433,558 | $17,520,079 |
| Liberty Latin Americ Class C (LILAK) | 1,284,020 | $9,424,707 |
Vanguard, BlackRock, and State Street dominate the ETF market with the most offerings. The five largest ETF issuers have more than $100 billion each in ETF assets under management. The SEC is concerned that these leaders may stifle competition and prevent new entrants in the market.
- Apple (AAPL).
- Bank of America (BAC).
- American Express Co. (AXP).
- Coca-Cola Co. (KO).
- Chevron (CVX).
- Occidental Petroleum (OXY).
- Kraft Heinz (KHC).
- Moody's Corp. (MCO).
What ETF is Berkshire Hathaway in? There are 205 ETFs which contain Berkshire Hathaway. All of these ETFs are listed in the table below. The ETF with the largest weighting of Berkshire Hathaway is the SPDR S&P US Financials Select Sector UCITS ETF.
Warren Buffett has long recommended the S&P 500 index fund and ETF, and through his holding company Berkshire Hathaway, he also owns two of these types of investments: the Vanguard S&P 500 ETF (NYSEMKT: VOO) and the SPDR S&P 500 ETF Trust (NYSEMKT: SPY).
Warren Buffett owns 2 ETFs—this one is better for everyday investors, experts say. Warren Buffett tours the floor ahead of the Berkshire Hathaway Annual Shareholder's Meeting in Omaha, NE. When you've been as successful an investor as Warren Buffett, you make headlines any time you buy an asset.
| Fund (ticker) | YTD performance | Expense ratio |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 10.4 percent | 0.03 percent |
| SPDR S&P 500 ETF Trust (SPY) | 10.4 percent | 0.095 percent |
| iShares Core S&P 500 ETF (IVV) | 10.4 percent | 0.03 percent |
| Invesco QQQ Trust (QQQ) | 8.6 percent | 0.20 percent |
SPDR S&P 500 ETF Trust (SPY)
With hundreds of billions in the fund, it's among the most popular ETFs. The fund is sponsored by State Street Global Advisors — another heavyweight in the industry — and it tracks the S&P 500. Expense ratio: 0.095 percent. That means every $10,000 invested would cost $9.50 annually.
- ProShares Bitcoin Strategy ETF (BITO)
- Invesco QQQ Trust (QQQ)
- Vanguard Information Technology ETF (VGT)
- VanEck Semiconductor ETF (SMH)
- Invesco S&P MidCap Momentum ETF (XMMO)
- SPDR S&P Homebuilders ETF (XHB)
- Invesco S&P 500 GARP ETF (SPGP)
What are Warren Buffett's best stocks?
| Symbol | Holdings | |
|---|---|---|
| American Express Company | AXP | 151,610,700 |
| Aon PLC | AON | 4,100,000 |
| Apple Inc | AAPL | 905,560,000 |
| Atlanta Braves Holdings Inc Series C | BATRK | 223,645 |
Over 30 years ago, Warren Buffett, CEO of Berkshire Hathaway, made his first purchase of silver in anticipation of the metal's demonetization by the U.S. Government. Since that time he has followed silver's fundamentals but no entity he manages has owned it.
Here's the value stock Warren Buffett can't stop buying
Starting in the third quarter of 2023, Berkshire Hathaway started investing in an interesting stock: Liberty SiriusXM (LSXMA -2.75%) (LSXMK -2.68%). Liberty SiriusXM is a special type of stock called a "tracking stock."
Buffett's favorite fund
Buffett's Berkshire Hathaway owns only two index funds. The conglomerate holds positions in the SPDR S&P 500 ETF Trust and the Vanguard S&P 500 ETF (NYSEMKT: VOO). These two index funds share a couple of things in common.
The largest Active Management ETF is the JPMorgan Equity Premium Income ETF JEPI with $33.46B in assets. In the last trailing year, the best-performing Active Management ETF was CONL at 704.03%. The most recent ETF launched in the Active Management space was the Alger AI Enablers & Adopters ETF ALAI on 04/05/24.
The top three individual shareholders are Warren Buffett, Susan Buffett, and Ronald Olson. The company's top three institutional shareholders are Vanguard, BlackRock, and State Street.
Warren Buffett's Berkshire Hathaway portfolio owns only two ETFs. One of the two is the Vanguard S&P 500 ETF (NYSEMKT: VOO). Buffett even instructed in his will that 90% of the cash his family inherits be invested in a low-cost S&P 500 fund -- and he recommended Vanguard's.
At its core, Warren Buffett's investing strategy is not all that complicated: Buy businesses, not stocks. In other words, think like a business owner, not someone who owns a piece of paper (or these days, a digital trade confirmation).
| Ticker Ticker | ETF ETF | Weighting Weighting |
|---|---|---|
| ABEQ | Absolute Select Value ETF | 8.86% |
| VFH | Vanguard Financials ETF | 8.30% |
| FNCL | Fidelity MSCI Financials Index ETF | 8.20% |
| IXG | iShares Global Financials ETF | 7.60% |
VTI is a total U.S. market fund and holds more than 3,500 stocks. VTI is better diversified and benefits from small and mid-cap stocks that grow into large caps. VOO is less diversified, tracking the performance of the S&P 500 Index. VOO excludes small and mid-cap stocks.
Why is VOO and SPY different in price?
SPY vs VOO: Key Differences
An expense ratio of 0.0945% makes SPY more expensive for investors to invest in. Over a long period, this can lead to diminished returns for investors due to a weakened compound effect. An expense ratio of 0.03% makes VOO a more cost-efficient choice for long-term investors.
1. Vanguard S&P 500 ETF (VOO -1.36%) Legendary investor Warren Buffett has said that the best investment the average American can make is a low-cost S&P 500 index fund like the Vanguard S&P 500 ETF.
| Symbol | ETF Name | 10y Chg 4-2-24 |
|---|---|---|
| PSI | Invesco Semiconductors ETF | 786% |
| META | Roundhill Ball Metaverse ETF | 717% |
| XSD | SPDR S&P Semiconductor ETF | 617% |
| XLK | SPDR Technology Sector ETF | 558% |
One metric that investors often look to is trailing one-month performance. The top ETFs for equities, bonds, fixed income, commodities, and currencies for April 2024 based on this metric include CRPT, FCVT, EMHY, DBA, and UUP.
The largest Aggressive ETF is the iShares Core Aggressive Allocation ETF AOA with $1.86B in assets. In the last trailing year, the best-performing Aggressive ETF was AOA at 17.32%. The most recent ETF launched in the Aggressive space was the iShares ESG Aware Aggressive Allocation ETF EAOA on 06/12/20.
