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

Cheviot Value Management’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	$23.1K	Buy	+100	New	+$24.4K	﹤0.01%	273

Other funds holding VBR

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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

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

Cheviot Value Management opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q3 2026: 100 shares worth $23.1K. The stake represents ﹤0.01% of the portfolio and ranks #273 among its holdings.

1,589 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

Cheviot Value Management held 100 shares of Vanguard Morningstar Small-Cap Value ETF worth $23.1K as of Q3 2026.
Vanguard Morningstar Small-Cap Value ETF was a new Cheviot Value Management position in Q3 2026.
Vanguard Morningstar Small-Cap Value ETF made up ﹤0.01% of Cheviot Value Management's portfolio in Q3 2026, its #273 holding.
1,589 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

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