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BBR Partners’s Vanguard Industrials ETF VIS Stock Holding History

BBR Partners’s Portfolio VIS Stock Details VIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,861
Closed -$555K – 297
2025
Q4 		$555K Hold
1,861
– – 0.03% 156
2025
Q3 		$551K Buy
+1,861
New +$539K 0.03% 150

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return

BBR Partners's VIS Position: Q1 2026 in Review

BBR Partners sold out of Vanguard Industrials ETF (VIS) in Q1 2026, closing a stake of 1,861 shares — an estimated $555K sold.

BBR Partners first reported a position in VIS in Q3 2025 and held it in 2 quarters. The position peaked at $555K in Q4 2025. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

  • BBR Partners reported no remaining Vanguard Industrials ETF position as of Q1 2026 after selling out during the quarter.
  • BBR Partners sold 1,861 Vanguard Industrials ETF shares in Q1 2026, an estimated $555K.
  • BBR Partners first reported a position in Vanguard Industrials ETF in Q3 2025 and held it in 2 quarters.
  • BBR Partners's Vanguard Industrials ETF position peaked at $555K in Q4 2025.
  • 596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

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