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Chapman Financial Group’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Chapman Financial Group’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
Q1 		$246K Sell
1,134
-1,282
-53% -$287K 0.18% 114
2025
Q4 		$512K Hold
2,416
– – 0.35% 76
2025
Q3 		$504K Buy
2,416
+471
+24% +$96.3K 0.35% 79
2025
Q2 		$379K Buy
+1,945
New +$360K 0.32% 77
2024
Q4 		$399K Buy
+2,015
New +$414K 0.32% 77

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Chapman Financial Group's VBR Position: Q1 2026 in Review

Chapman Financial Group reduced its Vanguard Small-Cap Value ETF (VBR) stake by 53% in Q1 2026, selling an estimated $287K and leaving 1,134 shares worth $246K. The position accounts for 0.18% of the portfolio, ranked #114.

Chapman Financial Group first reported a position in VBR in Q4 2024 and has held it in 5 quarters since. The position peaked at $512K in Q4 2025. 1,700 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Chapman Financial Group held 1,134 shares of Vanguard Small-Cap Value ETF worth $246K as of Q1 2026.
  • Chapman Financial Group sold 1,282 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $287K.
  • Vanguard Small-Cap Value ETF made up 0.18% of Chapman Financial Group's portfolio in Q1 2026, its #114 holding.
  • Chapman Financial Group first reported a position in Vanguard Small-Cap Value ETF in Q4 2024 and has held it in 5 quarters since.
  • Chapman Financial Group's Vanguard Small-Cap Value ETF position peaked at $512K in Q4 2025.
  • 1,700 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on Chapman Financial Group's 13F filing for Q1 2026, filed 12 May 2026.