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

Chilton Investment Company’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
Q1 		$5.72M Buy
26,327
+17,341
+193% +$3.88M 0.13% 69
2025
Q4 		$1.9M Hold
8,986
– – 0.04% 113
2025
Q3 		$1.88M Buy
+8,986
New +$1.84M 0.04% 118

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Chilton Investment Company increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 193% in Q1 2026, buying an estimated $3.88M and bringing the position to 26,327 shares worth $5.72M. The position accounts for 0.13% of the portfolio, ranked #69.

Chilton Investment Company first reported a position in VBR in Q3 2025 and has held it in 3 quarters since. 1,703 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Chilton Investment Company held 26,327 shares of Vanguard Morningstar Small-Cap Value ETF worth $5.72M as of Q1 2026.
  • Chilton Investment Company bought 17,341 Vanguard Morningstar Small-Cap Value ETF shares in Q1 2026, an estimated $3.88M.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.13% of Chilton Investment Company's portfolio in Q1 2026, its #69 holding.
  • Chilton Investment Company first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,703 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2026.

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