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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BBR Partners's VIG Position: Q1 2026 in Review

BBR Partners increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1.1% in Q1 2026, buying an estimated $3.57K and bringing the position to 1,517 shares worth $326K. The position accounts for 0.02% of the portfolio, ranked #196.

BBR Partners first reported a position in VIG in Q3 2018 and has held it in 12 quarters since. The position peaked at $2.02M in Q3 2018. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

BBR Partners held 1,517 shares of Vanguard Dividend Appreciation ETF worth $326K as of Q1 2026.
BBR Partners bought 16 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $3.57K.
Vanguard Dividend Appreciation ETF made up 0.02% of BBR Partners's portfolio in Q1 2026, its #196 holding.
BBR Partners first reported a position in Vanguard Dividend Appreciation ETF in Q3 2018 and has held it in 12 quarters since.
BBR Partners's Vanguard Dividend Appreciation ETF position peaked at $2.02M in Q3 2018.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on BBR Partners's 13F filing for Q1 2026, filed 12 May 2026.