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 Q2	$477K	Sell	1,962 -4,023	-67%	-$936K	0.15%	72
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 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

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

Hall Capital Management reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 67% in Q2 2026, selling an estimated $936K and leaving 1,962 shares worth $477K. The position accounts for 0.15% of the portfolio, ranked #72.

Hall Capital Management first reported a position in VBR in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.39M in Q1 2026. 1,768 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Hall Capital Management held 1,962 shares of Vanguard Morningstar Small-Cap Value ETF worth $477K as of Q2 2026.
Hall Capital Management sold 4,023 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $936K.
Vanguard Morningstar Small-Cap Value ETF made up 0.15% of Hall Capital Management's portfolio in Q2 2026, its #72 holding.
Hall Capital Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2023 and has held it in 13 quarters since.
Hall Capital Management's Vanguard Morningstar Small-Cap Value ETF position peaked at $1.39M in Q1 2026.
1,768 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

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