BBR Partners’s Vanguard Total World Stock ETF VT Stock Holding History

BBR Partners’s Portfolio VT Stock Details VT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$16.2M	Buy	103,368 +49,963	+94%	+$7.62M	0.76%	19
2026 Q1	$7.39M	Buy	53,405 +21,499	+67%	+$3.09M	0.41%	29
2025 Q4	$4.5M	Buy	31,906 +10,340	+48%	+$1.45M	0.24%	41
2025 Q3	$2.97M	Hold	21,566	–	–	0.17%	56
2025 Q2	$2.77M	Buy	+21,566	New	+$2.58M	0.17%	56
2015 Q4	–	Sell	-170,768	Closed	-$9.45M	–	77
2015 Q3	$9.45M	Buy	170,768 +72,841	+74%	+$4.32M	1.37%	5
2015 Q2	$6.03M	Buy	97,927 +45,365	+86%	+$2.87M	0.75%	9
2015 Q1	$3.24M	Sell	52,562 -314,571	-86%	-$19.2M	0.44%	13
2014 Q4	$22.1M	Buy	+367,133	New	+$22.1M	2.96%	4
2014 Q3	–	Sell	-417,590	Closed	-$26M	–	67
2014 Q2	$26M	Buy	417,590 +182,579	+78%	+$11.1M	3.99%	4
2014 Q1	$14M	Buy	235,011 +39,288	+20%	+$2.3M	2.31%	6
2013 Q4	$11.6M	Buy	195,723 +154,605	+376%	+$8.9M	2.09%	6
2013 Q3	$2.28M	Sell	41,118 -417,773	-91%	-$22.7M	0.46%	8
2013 Q2	$23.6M	Buy	+458,891	New	+$24.4M	4.61%	4

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

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

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

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

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

BBR Partners's VT Position: Q2 2026 in Review

BBR Partners increased its Vanguard Total World Stock ETF (VT) stake by 94% in Q2 2026, buying an estimated $7.62M and bringing the position to 103,368 shares worth $16.2M. The position accounts for 0.76% of the portfolio, ranked #19.

BBR Partners first reported a position in VT in Q2 2013 and has held it in 14 quarters since. The position peaked at $26M in Q2 2014. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

BBR Partners held 103,368 shares of Vanguard Total World Stock ETF worth $16.2M as of Q2 2026.
BBR Partners bought 49,963 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $7.62M.
Vanguard Total World Stock ETF made up 0.76% of BBR Partners's portfolio in Q2 2026, its #19 holding.
BBR Partners first reported a position in Vanguard Total World Stock ETF in Q2 2013 and has held it in 14 quarters since.
BBR Partners's Vanguard Total World Stock ETF position peaked at $26M in Q2 2014.
1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

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