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Hall Capital Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Hall Capital Management’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 		$3.95M Buy
13,015
+6,694
+106% +$1.92M 1.23% 22
2026
Q1 		$1.8M Sell
6,321
-36
-0.6% -$9.74K 0.64% 41
2025
Q4 		$1.64M Buy
6,357
+313
+5% +$80.2K 0.63% 45
2025
Q3 		$1.54M Sell
6,044
-131
-2% -$32.5K 0.61% 46
2025
Q2 		$1.46M Buy
6,175
+54
+0.9% +$12K 0.62% 46
2025
Q1 		$1.36M Buy
6,121
+1,628
+36% +$389K 0.63% 46
2024
Q4 		$1.08M Buy
+4,493
New +$1.11M 0.5% 50
2024
Q2 		$898K Buy
4,117
+13
+0.3% +$2.85K 0.43% 50
2024
Q1 		$938K Buy
4,104
+158
+4% +$34K 0.46% 47
2023
Q4 		$842K Buy
3,946
+244
+7% +$47K 0.49% 45
2023
Q3 		$700K Sell
3,702
-72
-2% -$14.3K 0.45% 47
2023
Q2 		$751K Buy
3,774
+284
+8% +$53.7K 0.42% 50
2023
Q1 		$662K Buy
3,490
+76
+2% +$14.7K 0.39% 50
2022
Q4 		$627K Buy
3,414
+165
+5% +$30.6K 0.38% 50
2022
Q3 		$555K Buy
3,249
+267
+9% +$50.4K 0.37% 54
2022
Q2 		$525K Buy
2,982
+1,374
+85% +$265K 0.35% 57
2022
Q1 		$342K Sell
1,608
-3
-0.2% -$632 0.2% 80
2021
Q4 		$364K Buy
+1,611
New +$366K 0.21% 78

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Hall Capital Management's VB Position: Q2 2026 in Review

Hall Capital Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 106% in Q2 2026, buying an estimated $1.92M and bringing the position to 13,015 shares worth $3.95M. The position accounts for 1.23% of the portfolio, ranked #22.

Hall Capital Management first reported a position in VB in Q4 2021 and has held it in 18 quarters since. 2,480 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Hall Capital Management held 13,015 shares of Vanguard Morningstar Small-Cap ETF worth $3.95M as of Q2 2026.
  • Hall Capital Management bought 6,694 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $1.92M.
  • Vanguard Morningstar Small-Cap ETF made up 1.23% of Hall Capital Management's portfolio in Q2 2026, its #22 holding.
  • Hall Capital Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • 2,480 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Hall Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.