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BBR Partners’s Vanguard Morningstar 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
Q2 		$13.3M Buy
154,463
+20,945
+16% +$1.76M 0.62% 21
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 $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

BBR Partners's VUG Position: Q2 2026 in Review

BBR Partners increased its Vanguard Morningstar Growth ETF (VUG) stake by 16% in Q2 2026, buying an estimated $1.76M and bringing the position to 154,463 shares worth $13.3M. The position accounts for 0.62% of the portfolio, ranked #21.

BBR Partners first reported a position in VUG in Q3 2023 and has held it in 12 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • BBR Partners held 154,463 shares of Vanguard Morningstar Growth ETF worth $13.3M as of Q2 2026.
  • BBR Partners bought 20,945 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.76M.
  • Vanguard Morningstar Growth ETF made up 0.62% of BBR Partners's portfolio in Q2 2026, its #21 holding.
  • BBR Partners first reported a position in Vanguard Morningstar Growth ETF in Q3 2023 and has held it in 12 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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