HCM
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Hall Capital Management’s Vanguard Morningstar Value ETF VTV Stock Holding History

Hall Capital Management’s Portfolio VTV Stock Details VTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$704K Sell
3,405
-83
-2% -$16.6K 0.25% 59
2025
Q4 		$666K Buy
3,488
+106
+3% +$19.9K 0.26% 61
2025
Q3 		$631K Buy
3,382
+123
+4% +$22.3K 0.25% 60
2025
Q2 		$576K Sell
3,259
-252
-7% -$42.6K 0.24% 59
2025
Q1 		$606K Sell
3,511
-911
-21% -$159K 0.28% 58
2024
Q4 		$749K Buy
+4,422
New +$776K 0.35% 54
2024
Q2 		$615K Buy
3,835
+212
+6% +$33.9K 0.29% 57
2024
Q1 		$590K Sell
3,623
-53
-1% -$8.17K 0.29% 55
2023
Q4 		$550K Buy
3,676
+76
+2% +$10.7K 0.32% 53
2023
Q3 		$497K Buy
3,600
+36
+1% +$5.16K 0.32% 61
2023
Q2 		$506K Buy
3,564
+8
+0.2% +$1.11K 0.29% 63
2023
Q1 		$491K Buy
3,556
+148
+4% +$20.8K 0.29% 60
2022
Q4 		$478K Buy
3,408
+14
+0.4% +$1.93K 0.29% 63
2022
Q3 		$419K Buy
3,394
+113
+3% +$15.3K 0.28% 67
2022
Q2 		$433K Buy
3,281
+1,664
+103% +$235K 0.29% 66
2022
Q1 		$239K Buy
+1,617
New +$236K 0.14% 91

Other funds holding VTV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

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

Hall Capital Management reduced its Vanguard Morningstar Value ETF (VTV) stake by 2.4% in Q1 2026, selling an estimated $16.6K and leaving 3,405 shares worth $704K. The position accounts for 0.25% of the portfolio, ranked #59.

Hall Capital Management first reported a position in VTV in Q1 2022 and has held it in 16 quarters since. The position peaked at $749K in Q4 2024. 2,700 funds tracked by Wall St. Rank hold VTV as of Q1 2026.

  • Hall Capital Management held 3,405 shares of Vanguard Morningstar Value ETF worth $704K as of Q1 2026.
  • Hall Capital Management sold 83 Vanguard Morningstar Value ETF shares in Q1 2026, an estimated $16.6K.
  • Vanguard Morningstar Value ETF made up 0.25% of Hall Capital Management's portfolio in Q1 2026, its #59 holding.
  • Hall Capital Management first reported a position in Vanguard Morningstar Value ETF in Q1 2022 and has held it in 16 quarters since.
  • Hall Capital Management's Vanguard Morningstar Value ETF position peaked at $749K in Q4 2024.
  • 2,700 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q1 2026.

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