3IP
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3Chopt Investment Partners’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

3Chopt Investment Partners’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$33.6M Buy
110,885
+10,722
+11% +$3.07M 6.32% 2
2026
Q1 		$26.2M Buy
100,163
+3,141
+3% +$850K 6% 3
2025
Q4 		$25M Buy
97,022
+1,975
+2% +$506K 5.61% 3
2025
Q3 		$24.2M Sell
95,047
-1,643
-2% -$407K 5.52% 3
2025
Q2 		$23M Sell
96,690
-797
-0.8% -$178K 5.53% 3
2025
Q1 		$21.6M Buy
97,487
+3,101
+3% +$741K 5.66% 2
2024
Q4 		$22.7M Buy
94,386
+3,144
+3% +$774K 7.79% 2
2024
Q3 		$21.7M Sell
91,242
-4,929
-5% -$1.12M 7.76% 2
2024
Q2 		$21.1M Buy
96,171
+1,371
+1% +$301K 6.43% 2
2024
Q1 		$21.7M Sell
94,800
-4,279
-4% -$920K 8.9% 2
2023
Q4 		$21.1M Buy
99,079
+12,066
+14% +$2.32M 7.78% 2
2023
Q3 		$16.5M Buy
87,013
+22,305
+34% +$4.44M 9.71% 2
2023
Q2 		$12.9M Buy
64,708
+8,243
+15% +$1.56M 6.44% 2
2023
Q1 		$10.7M Buy
56,465
+10,652
+23% +$2.07M 5.7% 2
2022
Q4 		$8.41M Buy
+45,813
New +$8.49M 4.6% 2

Other funds holding VB

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

3Chopt Investment Partners's VB Position: Q2 2026 in Review

3Chopt Investment Partners increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 11% in Q2 2026, buying an estimated $3.07M and bringing the position to 110,885 shares worth $33.6M. The position accounts for 6.32% of the portfolio, ranked #2.

3Chopt Investment Partners first reported a position in VB in Q4 2022 and has held it in 15 quarters since. 1,237 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • 3Chopt Investment Partners held 110,885 shares of Vanguard Morningstar Small-Cap ETF worth $33.6M as of Q2 2026.
  • 3Chopt Investment Partners bought 10,722 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $3.07M.
  • Vanguard Morningstar Small-Cap ETF made up 6.32% of 3Chopt Investment Partners's portfolio in Q2 2026, its #2 holding.
  • 3Chopt Investment Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,237 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.