Chilton Investment Company’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Chilton Investment Company’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.3M	Buy	14,202 +428	+3%	+$123K	0.1%	98
2026 Q1	$3.61M	Buy	+13,774	New	+$3.73M	0.08%	94
2025 Q4	–	Sell	-1,542	Closed	-$392K	–	303
2025 Q3	$392K	Buy	1,542 +552	+56%	+$137K	0.01%	216
2025 Q2	$235K	Buy	+990	New	+$221K	0.01%	210
2023 Q2	–	Sell	-1,221	Closed	-$231K	–	177
2023 Q1	$231K	Buy	+1,221	New	+$237K	0.01%	147

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Chilton Investment Company's VB Position: Q2 2026 in Review

Chilton Investment Company increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 3.1% in Q2 2026, buying an estimated $123K and bringing the position to 14,202 shares worth $4.3M. The position accounts for 0.1% of the portfolio, ranked #98.

Chilton Investment Company first reported a position in VB in Q1 2023 and has held it in 5 quarters since. 2,477 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Chilton Investment Company held 14,202 shares of Vanguard Morningstar Small-Cap ETF worth $4.3M as of Q2 2026.
Chilton Investment Company bought 428 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $123K.
Vanguard Morningstar Small-Cap ETF made up 0.1% of Chilton Investment Company's portfolio in Q2 2026, its #98 holding.
Chilton Investment Company first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2023 and has held it in 5 quarters since.
2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Chilton Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.