CHC
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City Holding Co’s Vanguard Small-Cap Value ETF VBR Stock Holding History

City Holding Co’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 		$1.05M Buy
4,321
+440
+11% +$102K 0.12% 144
2026
Q1 		$843K Sell
3,881
-137
-3% -$30.6K 0.11% 157
2025
Q4 		$851K Sell
4,018
-150
-4% -$31.4K 0.1% 160
2025
Q3 		$870K Sell
4,168
-32
-0.8% -$6.54K 0.11% 163
2025
Q2 		$819K Sell
4,200
-56
-1% -$10.4K 0.11% 165
2025
Q1 		$793K Sell
4,256
-157
-4% -$31K 0.11% 170
2024
Q4 		$875K Buy
4,413
+103
+2% +$21.1K 0.12% 166
2024
Q3 		$865K Buy
4,310
+14
+0.3% +$2.69K 0.12% 163
2024
Q2 		$784K Sell
4,296
-21
-0.5% -$3.88K 0.12% 167
2024
Q1 		$828K Buy
4,317
+626
+17% +$113K 0.12% 164
2023
Q4 		$664K Sell
3,691
-47
-1% -$7.67K 0.11% 172
2023
Q3 		$596K Buy
3,738
+97
+3% +$16.2K 0.11% 165
2023
Q2 		$602K Sell
3,641
-80
-2% -$12.6K 0.1% 163
2023
Q1 		$591K Sell
3,721
-56
-1% -$9.27K 0.11% 160
2022
Q4 		$600K Sell
3,777
-45
-1% -$7.17K 0.11% 158
2022
Q3 		$548K Sell
3,822
-10
-0.3% -$1.59K 0.11% 156
2022
Q2 		$574K Buy
3,832
+73
+2% +$12K 0.11% 163
2022
Q1 		$661K Buy
3,759
+135
+4% +$23.5K 0.11% 161
2021
Q4 		$630K Buy
3,624
+675
+23% +$120K 0.11% 157
2021
Q3 		$499K Buy
2,949
+208
+8% +$35.6K 0.09% 168
2021
Q2 		$476K Buy
2,741
+1,071
+64% +$186K 0.08% 160
2021
Q1 		$277K Buy
1,670
+860
+106% +$135K 0.05% 176
2020
Q4 		$115K Buy
+810
New +$104K 0.02% 205

Other funds holding VBR

RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
BWM
Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return