BBR Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

BBR Partners’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.15M	Buy	4,842 +3,325	+219%	+$763K	0.05%	117
2026 Q1	$326K	Buy	1,517 +16	+1%	+$3.57K	0.02%	196
2025 Q4	$330K	Hold	1,501	–	–	0.02%	202
2025 Q3	$324K	Hold	1,501	–	–	0.02%	199
2025 Q2	$307K	Hold	1,501	–	–	0.02%	182
2025 Q1	$291K	Hold	1,501	–	–	0.02%	181
2024 Q4	$294K	Hold	1,501	–	–	0.02%	199
2024 Q3	$297K	Hold	1,501	–	–	0.02%	183
2024 Q2	$274K	Sell	1,501 -3,492	-70%	-$629K	0.02%	171
2024 Q1	$912K	Buy	+4,993	New	+$877K	0.07%	94
2019 Q2	–	Sell	-4,688	Closed	-$514K	–	142
2019 Q1	$514K	Sell	4,688 -3,284	-41%	-$346K	0.07%	88
2018 Q4	$781K	Sell	7,972 -10,271	-56%	-$1.07M	0.1%	77
2018 Q3	$2.02M	Buy	+18,243	New	+$1.96M	0.29%	32

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BBR Partners's VIG Position: Q2 2026 in Review

BBR Partners increased its Vanguard Dividend Appreciation ETF (VIG) stake by 219% in Q2 2026, buying an estimated $763K and bringing the position to 4,842 shares worth $1.15M. The position accounts for 0.05% of the portfolio, ranked #117.

BBR Partners first reported a position in VIG in Q3 2018 and has held it in 13 quarters since. The position peaked at $2.02M in Q3 2018. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

BBR Partners held 4,842 shares of Vanguard Dividend Appreciation ETF worth $1.15M as of Q2 2026.
BBR Partners bought 3,325 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $763K.
Vanguard Dividend Appreciation ETF made up 0.05% of BBR Partners's portfolio in Q2 2026, its #117 holding.
BBR Partners first reported a position in Vanguard Dividend Appreciation ETF in Q3 2018 and has held it in 13 quarters since.
BBR Partners's Vanguard Dividend Appreciation ETF position peaked at $2.02M in Q3 2018.
2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on BBR Partners's 13F filing for Q2 2026, filed 11 Aug 2026.