CD
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Chapin Davis’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Chapin Davis’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
Q3 		$2.02M Buy
8,724
+15
+0.2% +$3.66K 0.39% 53
2026
Q2 		$2.12M Sell
8,709
-22
-0.3% -$5.12K 0.37% 49
2026
Q1 		$1.9M Buy
8,731
+287
+3% +$64.2K 0.42% 52
2025
Q4 		$1.79M Buy
8,444
+33
+0.4% +$6.91K 0.42% 54
2025
Q3 		$1.76M Buy
8,411
+16
+0.2% +$3.27K 0.43% 52
2025
Q2 		$1.64M Buy
8,395
+42
+0.5% +$7.77K 0.45% 52
2025
Q1 		$1.56M Buy
8,353
+616
+8% +$122K 0.53% 45
2024
Q4 		$1.55M Hold
7,737
– – 0.51% 45
2024
Q3 		$1.55M Buy
7,737
+478
+7% +$91.9K 0.5% 46
2024
Q2 		$1.32M Sell
7,259
-223
-3% -$41.2K 0.45% 50
2024
Q1 		$1.44M Sell
7,482
-72
-1% -$13K 0.52% 44
2023
Q4 		$1.36M Buy
7,554
+292
+4% +$47.7K 0.57% 40
2023
Q3 		$1.16M Buy
7,262
+20
+0.3% +$3.34K 0.55% 48
2023
Q2 		$1.2M Buy
7,242
+59
+0.8% +$9.29K 0.57% 45
2023
Q1 		$1.14M Buy
7,183
+880
+14% +$146K 0.59% 42
2022
Q4 		$1M Buy
+6,303
New +$1M 0.58% 46

Other funds holding VBR

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return

Chapin Davis's VBR Position: Q3 2026 in Review

Chapin Davis increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.17% in Q3 2026, buying an estimated $3.66K and bringing the position to 8,724 shares worth $2.02M. The position accounts for 0.39% of the portfolio, ranked #53.

Chapin Davis first reported a position in VBR in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.12M in Q2 2026. 113 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

  • Chapin Davis held 8,724 shares of Vanguard Morningstar Small-Cap Value ETF worth $2.02M as of Q3 2026.
  • Chapin Davis bought 15 Vanguard Morningstar Small-Cap Value ETF shares in Q3 2026, an estimated $3.66K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.39% of Chapin Davis's portfolio in Q3 2026, its #53 holding.
  • Chapin Davis first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2022 and has held it in 16 quarters since.
  • Chapin Davis's Vanguard Morningstar Small-Cap Value ETF position peaked at $2.12M in Q2 2026.
  • 113 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

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