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
Q2 		$5.41M Buy
24,827
+21,422
+629% +$4.47M 1.68% 17
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 $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Hall Capital Management increased its Vanguard Morningstar Value ETF (VTV) stake by 629% in Q2 2026, buying an estimated $4.47M and bringing the position to 24,827 shares worth $5.41M. The position accounts for 1.68% of the portfolio, ranked #17.

Hall Capital Management first reported a position in VTV in Q1 2022 and has held it in 17 quarters since. 2,802 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Hall Capital Management held 24,827 shares of Vanguard Morningstar Value ETF worth $5.41M as of Q2 2026.
  • Hall Capital Management bought 21,422 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $4.47M.
  • Vanguard Morningstar Value ETF made up 1.68% of Hall Capital Management's portfolio in Q2 2026, its #17 holding.
  • Hall Capital Management first reported a position in Vanguard Morningstar Value ETF in Q1 2022 and has held it in 17 quarters since.
  • 2,802 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

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