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BBR Partners’s Vanguard Mid-Cap ETF VO Stock Holding History

BBR Partners’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.5M Sell
90,548
-1,628
-2% -$121K 0.36% 31
2025
Q4 		$6.69M Buy
92,176
+6,452
+8% +$469K 0.36% 29
2025
Q3 		$6.3M Sell
85,724
-9,480
-10% -$681K 0.36% 28
2025
Q2 		$6.66M Buy
95,204
+19,284
+25% +$1.27M 0.41% 26
2025
Q1 		$4.91M Buy
75,920
+104
+0.1% +$6.98K 0.35% 30
2024
Q4 		$5.01M Buy
75,816
+72
+0.1% +$4.89K 0.35% 28
2024
Q3 		$5M Sell
75,744
-16
-0% -$1K 0.38% 25
2024
Q2 		$4.59M Sell
75,760
-32
-0% -$1.95K 0.38% 27
2024
Q1 		$4.73M Sell
75,792
-776
-1% -$45.9K 0.38% 29
2023
Q4 		$4.45M Sell
76,568
-36,588
-32% -$1.95M 0.46% 24
2023
Q3 		$5.89M Sell
113,156
-820
-0.7% -$45K 0.66% 16
2023
Q2 		$6.27M Sell
113,976
-9,012
-7% -$472K 0.69% 14
2023
Q1 		$6.49M Hold
122,988
– – 0.75% 14
2022
Q4 		$6.27M Hold
122,988
– – 0.7% 14
2022
Q3 		$5.78M Sell
122,988
-12,168
-9% -$636K 0.74% 16
2022
Q2 		$6.66M Sell
135,156
-26,032
-16% -$1.41M 0.78% 16
2022
Q1 		$9.58M Buy
161,188
+48,376
+43% +$2.84M 0.9% 15
2021
Q4 		$7.18M Sell
112,812
-1,456
-1% -$91.3K 0.84% 15
2021
Q3 		$6.76M Sell
114,268
-4,112
-3% -$248K 0.56% 17
2021
Q2 		$7.02M Sell
118,380
-39,544
-25% -$2.29M 0.56% 17
2021
Q1 		$8.74M Sell
157,924
-100
-0.1% -$5.43K 0.72% 16
2020
Q4 		$8.17M Sell
158,024
-2,684
-2% -$130K 0.68% 14
2020
Q3 		$7.08M Buy
160,708
+95,616
+147% +$4.17M 0.61% 19
2020
Q2 		$2.67M Sell
65,092
-100,808
-61% -$3.86M 0.34% 30
2020
Q1 		$5.46M Sell
165,900
-4,204
-2% -$174K 0.81% 10
2019
Q4 		$7.58M Hold
170,104
– – 0.83% 14
2019
Q3 		$7.13M Sell
170,104
-48
-0% -$2.01K 1.09% 10
2019
Q2 		$7.11M Sell
170,152
-4,752
-3% -$194K 1.14% 11
2019
Q1 		$7.03M Hold
174,904
– – 0.91% 16
2018
Q4 		$6.04M Sell
174,904
-4,548
-3% -$171K 0.8% 17
2018
Q3 		$7.37M Buy
+179,452
New +$7.32M 1.06% 12
2018
Q1 		– Sell
-13,840
Closed -$536K – 104
2017
Q4 		$536K Hold
13,840
– – 0.1% 37
2017
Q3 		$509K Hold
13,840
– – 0.11% 27
2017
Q2 		$493K Sell
13,840
-444
-3% -$15.7K 0.1% 34
2017
Q1 		$497K Buy
14,284
+444
+3% +$15.3K 0.11% 34
2016
Q4 		$455K Sell
13,840
-7,700
-36% -$249K 0.08% 46
2016
Q3 		$697K Hold
21,540
– – 0.12% 32
2016
Q2 		$666K Hold
21,540
– – 0.11% 30
2016
Q1 		$653K Buy
+21,540
New +$609K 0.11% 27

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

BBR Partners's VO Position: Q1 2026 in Review

BBR Partners reduced its Vanguard Mid-Cap ETF (VO) stake by 1.8% in Q1 2026, selling an estimated $121K and leaving 90,548 shares worth $6.5M. The position accounts for 0.36% of the portfolio, ranked #31.

BBR Partners first reported a position in VO in Q1 2016 and has held it in 39 quarters since. The position peaked at $9.58M in Q1 2022. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • BBR Partners held 90,548 shares of Vanguard Mid-Cap ETF worth $6.5M as of Q1 2026.
  • BBR Partners sold 1,628 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $121K.
  • Vanguard Mid-Cap ETF made up 0.36% of BBR Partners's portfolio in Q1 2026, its #31 holding.
  • BBR Partners first reported a position in Vanguard Mid-Cap ETF in Q1 2016 and has held it in 39 quarters since.
  • BBR Partners's Vanguard Mid-Cap ETF position peaked at $9.58M in Q1 2022.
  • 2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

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