HCM
VB icon

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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Hall Capital Management's VB Position: Q1 2026 in Review

Hall Capital Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.57% in Q1 2026, selling an estimated $9.74K and leaving 6,321 shares worth $1.8M. The position accounts for 0.64% of the portfolio, ranked #41.

Hall Capital Management first reported a position in VB in Q4 2021 and has held it in 17 quarters since. 2,388 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Hall Capital Management held 6,321 shares of Vanguard Morningstar Small-Cap ETF worth $1.8M as of Q1 2026.
  • Hall Capital Management sold 36 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $9.74K.
  • Vanguard Morningstar Small-Cap ETF made up 0.64% of Hall Capital Management's portfolio in Q1 2026, its #41 holding.
  • Hall Capital Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 17 quarters since.
  • 2,388 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Hall Capital Management's 13F filing for Q1 2026, filed 11 May 2026.