HCM
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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
Q2 		$15.7M Sell
194,339
-495,237
-72% -$38.4M 4.87% 3
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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Hall Capital Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 72% in Q2 2026, selling an estimated $38.4M and leaving 194,339 shares worth $15.7M. The position accounts for 4.87% of the portfolio, ranked #3.

Hall Capital Management first reported a position in VO in Q2 2021 and has held it in 20 quarters since. 2,488 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Hall Capital Management held 194,339 shares of Vanguard Morningstar Mid-Cap ETF worth $15.7M as of Q2 2026.
  • Hall Capital Management sold 495,237 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $38.4M.
  • Vanguard Morningstar Mid-Cap ETF made up 4.87% of Hall Capital Management's portfolio in Q2 2026, its #3 holding.
  • Hall Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2021 and has held it in 20 quarters since.
  • 2,488 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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