Hilltop National Bank’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Hilltop National Bank’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$138K	Buy	455 +251	+123%	+$71.9K	0.03%	309
2026 Q1	$53.4K	Sell	204 -4	-2%	-$1.08K	0.01%	464
2025 Q4	$53.7K	Buy	208 +54	+35%	+$13.8K	0.01%	444
2025 Q3	$39.2K	Hold	154	–	–	0.01%	492
2025 Q2	$36.5K	Buy	+154	New	+$34.4K	0.01%	488
2024 Q4	$38K	Buy	158 +72	+84%	+$17.7K	0.01%	479
2024 Q3	$20.4K	Sell	86 -135	-61%	-$30.7K	0.01%	580
2024 Q2	$48.2K	Hold	221	–	–	0.02%	464
2024 Q1	$50.5K	Buy	+221	New	+$47.5K	0.02%	451

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Hilltop National Bank's VB Position: Q2 2026 in Review

Hilltop National Bank increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 123% in Q2 2026, buying an estimated $71.9K and bringing the position to 455 shares worth $138K. The position accounts for 0.03% of the portfolio, ranked #309.

Hilltop National Bank first reported a position in VB in Q1 2024 and has held it in 9 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Hilltop National Bank held 455 shares of Vanguard Morningstar Small-Cap ETF worth $138K as of Q2 2026.
Hilltop National Bank bought 251 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $71.9K.
Vanguard Morningstar Small-Cap ETF made up 0.03% of Hilltop National Bank's portfolio in Q2 2026, its #309 holding.
Hilltop National Bank first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2024 and has held it in 9 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Hilltop National Bank's 13F filing for Q2 2026, filed 2 Jul 2026.