Cheviot Value Management’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Cheviot Value Management’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	$12.5K	Buy	+37	New	+$12.9K	﹤0.01%	311

Other funds holding VBK

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Cheviot Value Management's VBK Position: Q3 2026 in Review

Cheviot Value Management opened a new position in Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q3 2026: 37 shares worth $12.5K. The stake represents ﹤0.01% of the portfolio and ranks #311 among its holdings.

934 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

Cheviot Value Management held 37 shares of Vanguard Morningstar Small-Cap Growth ETF worth $12.5K as of Q3 2026.
Vanguard Morningstar Small-Cap Growth ETF was a new Cheviot Value Management position in Q3 2026.
Vanguard Morningstar Small-Cap Growth ETF made up ﹤0.01% of Cheviot Value Management's portfolio in Q3 2026, its #311 holding.
934 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Cheviot Value Management's 13F filing for Q3 2026, filed 9 Nov 2026.