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Chapin Davis’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Chapin Davis’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
Q3 		$601K Buy
2,113
+1
+0% +$298 0.12% 130
2026
Q2 		$640K Hold
2,112
– – 0.11% 126
2026
Q1 		$553K Sell
2,112
-175
-8% -$47.4K 0.12% 146
2025
Q4 		$590K Buy
2,287
+3
+0.1% +$769 0.14% 133
2025
Q3 		$581K Sell
2,284
-133
-6% -$33K 0.14% 136
2025
Q2 		$573K Sell
2,417
-55
-2% -$12.3K 0.16% 127
2025
Q1 		$548K Sell
2,472
-216
-8% -$51.6K 0.19% 119
2024
Q4 		$638K Hold
2,688
– – 0.21% 110
2024
Q3 		$638K Buy
2,688
+56
+2% +$12.7K 0.21% 111
2024
Q2 		$574K Buy
2,632
+338
+15% +$74.2K 0.2% 117
2024
Q1 		$524K Buy
2,294
+197
+9% +$42.4K 0.19% 124
2023
Q4 		$447K Hold
2,097
– – 0.19% 126
2023
Q3 		$397K Buy
2,097
+544
+35% +$108K 0.19% 126
2023
Q2 		$309K Buy
1,553
+12
+0.8% +$2.27K 0.15% 148
2023
Q1 		$292K Buy
1,541
+396
+35% +$76.8K 0.15% 150
2022
Q4 		$210K Buy
+1,145
New +$212K 0.12% 168

Other funds holding VB

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GWM
GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return

Chapin Davis's VB Position: Q3 2026 in Review

Chapin Davis increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.05% in Q3 2026, buying an estimated $298 and bringing the position to 2,113 shares worth $601K. The position accounts for 0.12% of the portfolio, ranked #130.

Chapin Davis first reported a position in VB in Q4 2022 and has held it in 16 quarters since. The position peaked at $640K in Q2 2026. 152 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Chapin Davis held 2,113 shares of Vanguard Morningstar Small-Cap ETF worth $601K as of Q3 2026.
  • Chapin Davis bought 1 Vanguard Morningstar Small-Cap ETF share in Q3 2026, an estimated $298.
  • Vanguard Morningstar Small-Cap ETF made up 0.12% of Chapin Davis's portfolio in Q3 2026, its #130 holding.
  • Chapin Davis first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and has held it in 16 quarters since.
  • Chapin Davis's Vanguard Morningstar Small-Cap ETF position peaked at $640K in Q2 2026.
  • 152 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Chapin Davis's 13F filing for Q3 2026, filed 9 Oct 2026.