Hassell Wealth Management Q2 2026 Portfolio Activity: Significant Sales & New ETF Position

As reported by InsiderSet for the period ending June 30th, 2026, Hassell Wealth Management LLC's portfolio saw notable shifts in holdings. The total portfolio value stood at $320,677,457 as of this date.

Major Disposals: Significant Reduction in Vanguard Municipal Bonds Fund (VTEB)

Hassell Wealth Management disclosed a substantial sale involving the Vanguard Municipal Bonds fund (VTEB). The firm reduced its position by 81.57% compared to the previous quarter, indicating a significant divestment from this type of fixed-income investment.

Strategic Acquisitions: New Position in Dimensional ETF Trust Fund (DFGX)

In contrast to the large sale, the firm also revealed acquiring shares of the Dimensional ETF Trust fund (DFGX), which experienced a remarkable 143.19% increase in holdings during Q2 according to their filing.

Continued Interest in Dimensional and Vanguard Funds

The investor's activity report also highlighted changes within other established funds they hold. The Dimensional ETF Trust (DISV) saw a slight decrease of 0.72% in shares, while the Vanguard Scottsdale fund complex involving VCIT and VCSH showed net reductions across their combined positions.

Direct Stock Investment: Chevron Corporation

Further evidence of targeted activity includes a direct investment change in energy sector stock. Hassell Wealth Management purchased 1858 shares of Chevron Corporation (CVX), representing an increase from prior period holdings, adding to their small but disclosed position.

Overall Portfolio Stability with Selective Adjustments

The portfolio maintained its core allocations primarily in broad-market and international equities through funds like VTI, DFSV, and VWO. However, the significant sale of VTEB contrasts sharply with these stable positions, suggesting a deliberate strategy to rebalance or redirect capital during this quarter.