Hall Capital Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Hall Capital Management’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13.3M	Buy	689,576 +520,996	+309%	+$38.7M	4.76%	5
2025 Q4	$12.2M	Buy	168,580 +4,308	+3%	+$313K	4.72%	5
2025 Q3	$12.1M	Sell	164,272 -4,472	-3%	-$321K	4.76%	4
2025 Q2	$11.8M	Buy	168,744 +892	+0.5%	+$58.6K	4.99%	3
2025 Q1	$10.9M	Buy	167,852 +12,888	+8%	+$865K	5.03%	3
2024 Q4	$10.2M	Buy	+154,964	New	+$10.5M	4.77%	3
2024 Q2	$9.25M	Buy	152,772 +2,648	+2%	+$161K	4.41%	5
2024 Q1	$9.38M	Buy	150,124 +12	+0%	+$709	4.63%	5
2023 Q4	$8.73M	Buy	150,112 +3,200	+2%	+$171K	5.13%	3
2023 Q3	$7.65M	Sell	146,912 -6,172	-4%	-$338K	4.9%	2
2023 Q2	$8.43M	Buy	153,084 +4,140	+3%	+$217K	4.76%	2
2023 Q1	$7.85M	Buy	148,944 +2,172	+1%	+$116K	4.66%	2
2022 Q4	$7.48M	Buy	146,772 +7,800	+6%	+$397K	4.49%	2
2022 Q3	$6.53M	Buy	138,972 +67,312	+94%	+$3.52M	4.34%	2
2022 Q2	$3.53M	Buy	71,660 +4,920	+7%	+$266K	2.32%	13
2022 Q1	$3.97M	Buy	66,740 +1,080	+2%	+$63.4K	2.32%	11
2021 Q4	$4.18M	Sell	65,660 -3,956	-6%	-$248K	2.37%	12
2021 Q3	$4.12M	Sell	69,616 -292	-0.4%	-$17.6K	2.63%	9
2021 Q2	$4.15M	Buy	+69,908	New	+$4.05M	2.68%	7

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Hall Capital Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 309% in Q1 2026, buying an estimated $38.7M and bringing the position to 689,576 shares worth $13.3M. The position accounts for 4.76% of the portfolio, ranked #5.

Hall Capital Management first reported a position in VO in Q2 2021 and has held it in 19 quarters since. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Hall Capital Management held 689,576 shares of Vanguard Morningstar Mid-Cap ETF worth $13.3M as of Q1 2026.
Hall Capital Management bought 520,996 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $38.7M.
Vanguard Morningstar Mid-Cap ETF made up 4.76% of Hall Capital Management's portfolio in Q1 2026, its #5 holding.
Hall Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2021 and has held it in 19 quarters since.
2,389 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

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