Hilltop National Bank’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Hilltop National Bank’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	$5.03M	Buy	20,695 +130	+0.6%	+$30.2K	1.07%	20
2026 Q1	$4.47M	Buy	20,565 +510	+3%	+$114K	1.06%	18
2025 Q4	$4.25M	Buy	20,055 +1,287	+7%	+$269K	1.03%	18
2025 Q3	$3.92M	Buy	18,768 +821	+5%	+$168K	0.96%	21
2025 Q2	$3.5M	Buy	+17,947	New	+$3.32M	0.91%	22
2024 Q4	$2.99M	Buy	15,104 +3,518	+30%	+$722K	0.9%	23
2024 Q3	$2.33M	Buy	11,586 +1,768	+18%	+$340K	0.71%	32
2024 Q2	$1.79M	Buy	9,818 +2,610	+36%	+$482K	0.58%	41
2024 Q1	$1.38M	Buy	+7,208	New	+$1.3M	0.47%	56

Other funds holding VBR

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

DWS

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return

APG

Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

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

Hilltop National Bank increased its Vanguard Small-Cap Value ETF (VBR) stake by 0.63% in Q2 2026, buying an estimated $30.2K and bringing the position to 20,695 shares worth $5.03M. The position accounts for 1.07% of the portfolio, ranked #20.

Hilltop National Bank first reported a position in VBR in Q1 2024 and has held it in 9 quarters since. 642 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Hilltop National Bank held 20,695 shares of Vanguard Small-Cap Value ETF worth $5.03M as of Q2 2026.
Hilltop National Bank bought 130 Vanguard Small-Cap Value ETF shares in Q2 2026, an estimated $30.2K.
Vanguard Small-Cap Value ETF made up 1.07% of Hilltop National Bank's portfolio in Q2 2026, its #20 holding.
Hilltop National Bank first reported a position in Vanguard Small-Cap Value ETF in Q1 2024 and has held it in 9 quarters since.
642 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

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