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

Chapin Davis’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$341K Buy
1,010
+40
+4% +$14K 0.07% 176
2026
Q2 		$355K Hold
970
– – 0.06% 178
2026
Q1 		$293K Sell
970
-109
-10% -$34.3K 0.07% 206
2025
Q4 		$326K Buy
1,079
+1
+0.1% +$302 0.08% 182
2025
Q3 		$321K Hold
1,078
– – 0.08% 189
2025
Q2 		$299K Hold
1,078
– – 0.08% 179
2025
Q1 		$271K Sell
1,078
-56
-5% -$15.5K 0.09% 174
2024
Q4 		$303K Hold
1,134
– – 0.1% 170
2024
Q3 		$303K Buy
1,134
+38
+3% +$9.74K 0.1% 171
2024
Q2 		$274K Sell
1,096
-13
-1% -$3.24K 0.09% 174
2024
Q1 		$289K Hold
1,109
– – 0.11% 173
2023
Q4 		$268K Buy
+1,109
New +$241K 0.11% 166
2023
Q3 		– Sell
-900
Closed -$207K – 236
2023
Q2 		$207K Buy
+900
New +$196K 0.1% 192

Other funds holding VBK

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Chapin Davis's VBK Position: Q3 2026 in Review

Chapin Davis increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 4.1% in Q3 2026, buying an estimated $14K and bringing the position to 1,010 shares worth $341K. The position accounts for 0.07% of the portfolio, ranked #176.

Chapin Davis first reported a position in VBK in Q2 2023 and has held it in 13 quarters since. The position peaked at $355K in Q2 2026. 75 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

  • Chapin Davis held 1,010 shares of Vanguard Morningstar Small-Cap Growth ETF worth $341K as of Q3 2026.
  • Chapin Davis bought 40 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2026, an estimated $14K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.07% of Chapin Davis's portfolio in Q3 2026, its #176 holding.
  • Chapin Davis first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2023 and has held it in 13 quarters since.
  • Chapin Davis's Vanguard Morningstar Small-Cap Growth ETF position peaked at $355K in Q2 2026.
  • 75 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

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