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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Chilton Investment Company's VB Position: Q1 2026 in Review

Chilton Investment Company opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q1 2026: 13,774 shares worth $3.61M. The stake represents 0.08% of the portfolio and ranks #94 among its holdings. This is a return to the name: Chilton Investment Company previously reported a position in VB as recently as Q3 2025.

Chilton Investment Company first reported a position in VB in Q1 2023 and has held it in 4 quarters since. 2,388 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Chilton Investment Company held 13,774 shares of Vanguard Morningstar Small-Cap ETF worth $3.61M as of Q1 2026.
Vanguard Morningstar Small-Cap ETF was a new Chilton Investment Company position in Q1 2026.
Vanguard Morningstar Small-Cap ETF made up 0.08% of Chilton Investment Company's portfolio in Q1 2026, its #94 holding.
Chilton Investment Company first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2023 and has held it in 4 quarters since.
2,388 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Chilton Investment Company's 13F filing for Q1 2026, filed 15 May 2026.