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BBR Partners’s Vanguard Growth ETF VUG Stock Holding History

BBR Partners’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.72M Buy
133,518
+123,078
+1,179% +$9.57M 0.54% 21
2025
Q4 		$849K Buy
10,440
+804
+8% +$65.2K 0.05% 123
2025
Q3 		$770K Hold
9,636
– – 0.04% 122
2025
Q2 		$704K Hold
9,636
– – 0.04% 120
2025
Q1 		$596K Sell
9,636
-1,332
-12% -$89.8K 0.04% 122
2024
Q4 		$750K Sell
10,968
-228
-2% -$15.3K 0.05% 114
2024
Q3 		$716K Buy
11,196
+1,230
+12% +$76.2K 0.05% 102
2024
Q2 		$621K Sell
9,966
-1,350
-12% -$78.7K 0.05% 100
2024
Q1 		$649K Buy
11,316
+4,116
+57% +$226K 0.05% 125
2023
Q4 		$373K Buy
7,200
+2,400
+50% +$116K 0.04% 123
2023
Q3 		$218K Buy
+4,800
New +$227K 0.02% 173

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BBR Partners's VUG Position: Q1 2026 in Review

BBR Partners increased its Vanguard Growth ETF (VUG) stake by 1,179% in Q1 2026, buying an estimated $9.57M and bringing the position to 133,518 shares worth $9.72M. The position accounts for 0.54% of the portfolio, ranked #21.

BBR Partners first reported a position in VUG in Q3 2023 and has held it in 11 quarters since. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • BBR Partners held 133,518 shares of Vanguard Growth ETF worth $9.72M as of Q1 2026.
  • BBR Partners bought 123,078 Vanguard Growth ETF shares in Q1 2026, an estimated $9.57M.
  • Vanguard Growth ETF made up 0.54% of BBR Partners's portfolio in Q1 2026, its #21 holding.
  • BBR Partners first reported a position in Vanguard Growth ETF in Q3 2023 and has held it in 11 quarters since.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

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