3IP
VBR icon

3Chopt Investment Partners’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

3Chopt Investment Partners’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.96M Sell
16,294
-390
-2% -$90.7K 0.74% 31
2026
Q1 		$3.62M Buy
16,684
+723
+5% +$162K 0.83% 24
2025
Q4 		$3.38M Hold
15,961
– – 0.76% 30
2025
Q3 		$3.35M Sell
15,961
-499
-3% -$102K 0.76% 30
2025
Q2 		$3.22M Sell
16,460
-155
-0.9% -$28.7K 0.78% 27
2025
Q1 		$3.1M Sell
16,615
-1,469
-8% -$290K 0.81% 32
2024
Q4 		$3.58M Buy
18,084
+1,227
+7% +$252K 1.23% 21
2024
Q3 		$3.38M Sell
16,857
-321
-2% -$61.7K 1.21% 22
2024
Q2 		$3.15M Buy
17,178
+27
+0.2% +$4.99K 0.96% 21
2024
Q1 		$3.29M Sell
17,151
-600
-3% -$108K 1.35% 17
2023
Q4 		$3.19M Sell
17,751
-1,477
-8% -$241K 1.18% 13
2023
Q3 		$3.07M Sell
19,228
-1,884
-9% -$315K 1.81% 13
2023
Q2 		$3.49M Buy
21,112
+1,050
+5% +$165K 1.75% 10
2023
Q1 		$3.19M Buy
20,062
+1,454
+8% +$241K 1.7% 12
2022
Q4 		$2.95M Buy
+18,608
New +$2.96M 1.62% 14

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

3Chopt Investment Partners reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 2.3% in Q2 2026, selling an estimated $90.7K and leaving 16,294 shares worth $3.96M. The position accounts for 0.74% of the portfolio, ranked #31.

3Chopt Investment Partners first reported a position in VBR in Q4 2022 and has held it in 15 quarters since. 1,762 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • 3Chopt Investment Partners held 16,294 shares of Vanguard Morningstar Small-Cap Value ETF worth $3.96M as of Q2 2026.
  • 3Chopt Investment Partners sold 390 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $90.7K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.74% of 3Chopt Investment Partners's portfolio in Q2 2026, its #31 holding.
  • 3Chopt Investment Partners first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

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