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

Hall Capital Management’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 		$1.39M Sell
5,985
-79
-1% -$17.7K 0.5% 49
2025
Q4 		$1.28M Buy
6,064
+105
+2% +$22K 0.5% 49
2025
Q3 		$1.24M Sell
5,959
-30
-0.5% -$6.13K 0.49% 50
2025
Q2 		$1.17M Sell
5,989
-78
-1% -$14.4K 0.49% 49
2025
Q1 		$1.13M Sell
6,067
-510
-8% -$101K 0.52% 47
2024
Q4 		$1.3M Buy
+6,577
New +$1.35M 0.61% 47
2024
Q2 		$1.16M Buy
6,333
+163
+3% +$30.1K 0.55% 47
2024
Q1 		$1.18M Buy
6,170
+131
+2% +$23.6K 0.58% 45
2023
Q4 		$1.09M Buy
6,039
+244
+4% +$39.8K 0.64% 41
2023
Q3 		$924K Buy
5,795
+69
+1% +$11.5K 0.59% 44
2023
Q2 		$947K Buy
5,726
+12
+0.2% +$1.89K 0.54% 45
2023
Q1 		$907K Buy
+5,714
New +$946K 0.54% 45

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

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

Hall Capital Management reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 1.3% in Q1 2026, selling an estimated $17.7K and leaving 5,985 shares worth $1.39M. The position accounts for 0.5% of the portfolio, ranked #49.

Hall Capital Management first reported a position in VBR in Q1 2023 and has held it in 12 quarters since. 1,703 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Hall Capital Management held 5,985 shares of Vanguard Morningstar Small-Cap Value ETF worth $1.39M as of Q1 2026.
  • Hall Capital Management sold 79 Vanguard Morningstar Small-Cap Value ETF shares in Q1 2026, an estimated $17.7K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.5% of Hall Capital Management's portfolio in Q1 2026, its #49 holding.
  • Hall Capital Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2023 and has held it in 12 quarters since.
  • 1,703 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2026.

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