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Hilltop Holdings’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Hilltop Holdings’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 		$283K Buy
+1,165
New +$271K 0.02% 581
2021
Q4 		– Sell
-8,886
Closed -$1.5M – 648
2021
Q3 		$1.5M Buy
+8,886
New +$1.52M 0.16% 127
2019
Q1 		– Sell
-2,300
Closed -$262K – 404
2018
Q4 		$262K Buy
+2,300
New +$291K 0.07% 269

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Hilltop Holdings's VBR Position: Q2 2026 in Review

Hilltop Holdings opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q2 2026: 1,165 shares worth $283K. The stake represents 0.02% of the portfolio and ranks #581 among its holdings. This is a return to the name: Hilltop Holdings previously reported a position in VBR as recently as Q3 2021.

Hilltop Holdings first reported a position in VBR in Q4 2018 and has held it in 3 quarters since. The position peaked at $1.5M in Q3 2021. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Hilltop Holdings held 1,165 shares of Vanguard Morningstar Small-Cap Value ETF worth $283K as of Q2 2026.
  • Vanguard Morningstar Small-Cap Value ETF was a new Hilltop Holdings position in Q2 2026.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.02% of Hilltop Holdings's portfolio in Q2 2026, its #581 holding.
  • Hilltop Holdings first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2018 and has held it in 3 quarters since.
  • Hilltop Holdings's Vanguard Morningstar Small-Cap Value ETF position peaked at $1.5M in Q3 2021.
  • 1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Hilltop Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.