Chapman Financial Group’s Vanguard Morningstar 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 Q2	$276K	Hold	1,134	–	–	0.18%	109
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Chapman Financial Group's VBR Position: Q2 2026 in Review

Chapman Financial Group held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q2 2026 at 1,134 shares worth $276K. The position accounts for 0.18% of the portfolio, ranked #109.

Chapman Financial Group first reported a position in VBR in Q4 2024 and has held it in 6 quarters since. The position peaked at $512K in Q4 2025. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Chapman Financial Group held 1,134 shares of Vanguard Morningstar Small-Cap Value ETF worth $276K as of Q2 2026.
Chapman Financial Group left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap Value ETF made up 0.18% of Chapman Financial Group's portfolio in Q2 2026, its #109 holding.
Chapman Financial Group first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
Chapman Financial Group's Vanguard Morningstar Small-Cap Value ETF position peaked at $512K in Q4 2025.
1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Chapman Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.