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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
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

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Chapin Davis's VB Position: Q2 2026 in Review

Chapin Davis held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 2,112 shares worth $640K. The position accounts for 0.11% of the portfolio, ranked #126.

Chapin Davis first reported a position in VB in Q4 2022 and has held it in 15 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Chapin Davis held 2,112 shares of Vanguard Morningstar Small-Cap ETF worth $640K as of Q2 2026.
  • Chapin Davis left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.11% of Chapin Davis's portfolio in Q2 2026, its #126 holding.
  • Chapin Davis first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Chapin Davis's 13F filing for Q2 2026, filed 7 Jul 2026.