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BBR Partners’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

BBR Partners’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-834
Closed -$263K – 299
2025
Q4 		$263K Hold
834
– – 0.01% 223
2025
Q3 		$257K Buy
+834
New +$247K 0.01% 224

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BBR Partners's VV Position: Q1 2026 in Review

BBR Partners sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q1 2026, closing a stake of 834 shares — an estimated $263K sold.

BBR Partners first reported a position in VV in Q3 2025 and held it in 2 quarters. The position peaked at $263K in Q4 2025. 1,315 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • BBR Partners reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • BBR Partners sold 834 Vanguard Morningstar Large-Cap ETF shares in Q1 2026, an estimated $263K.
  • BBR Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2025 and held it in 2 quarters.
  • BBR Partners's Vanguard Morningstar Large-Cap ETF position peaked at $263K in Q4 2025.
  • 1,315 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2026.

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