Choate Investment Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Choate Investment Advisors’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 Q2	$3.71M	Buy	15,253 +179	+1%	+$41.6K	0.07%	119
2026 Q1	$3.27M	Hold	15,074	–	–	0.06%	119
2025 Q4	$3.19M	Sell	15,074 -4,773	-24%	-$999K	0.06%	118
2025 Q3	$4.14M	Hold	19,847	–	–	0.09%	91
2025 Q2	$3.87M	Sell	19,847 -7,678	-28%	-$1.42M	0.08%	93
2025 Q1	$5.13M	Buy	27,525 +1,673	+6%	+$330K	0.13%	77
2024 Q4	$5.12M	Buy	25,852 +990	+4%	+$203K	0.12%	83
2024 Q3	$4.99M	Buy	24,862 +430	+2%	+$82.7K	0.13%	84
2024 Q2	$4.46M	Hold	24,432	–	–	0.12%	85
2024 Q1	$4.69M	Buy	+24,432	New	+$4.41M	0.13%	91
2022 Q2	–	Sell	-3	Closed	-$1K	–	376
2022 Q1	$1K	Hold	3	–	–	﹤0.01%	355
2021 Q4	$1K	Hold	3	–	–	﹤0.01%	340
2021 Q3	$1K	Hold	3	–	–	﹤0.01%	303
2021 Q2	$1K	Hold	3	–	–	﹤0.01%	338
2021 Q1	$0	Hold	3	–	–	﹤0.01%	310
2020 Q4	$0	Buy	+3	New	+$387	﹤0.01%	296

Other funds holding VBR

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

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

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

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Choate Investment Advisors's VBR Position: Q2 2026 in Review

Choate Investment Advisors increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 1.2% in Q2 2026, buying an estimated $41.6K and bringing the position to 15,253 shares worth $3.71M. The position accounts for 0.07% of the portfolio, ranked #119.

Choate Investment Advisors first reported a position in VBR in Q4 2020 and has held it in 16 quarters since. The position peaked at $5.13M in Q1 2025. 1,762 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Choate Investment Advisors held 15,253 shares of Vanguard Morningstar Small-Cap Value ETF worth $3.71M as of Q2 2026.
Choate Investment Advisors bought 179 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $41.6K.
Vanguard Morningstar Small-Cap Value ETF made up 0.07% of Choate Investment Advisors's portfolio in Q2 2026, its #119 holding.
Choate Investment Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2020 and has held it in 16 quarters since.
Choate Investment Advisors's Vanguard Morningstar Small-Cap Value ETF position peaked at $5.13M in Q1 2025.
1,762 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.