Halbert Hargrove Global Advisors’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Halbert Hargrove Global Advisors’s Portfolio MGV Stock Details MGV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$15.6K	Hold	97	–	–	﹤0.01%	264
2026 Q2	$15.9K	Hold	97	–	–	﹤0.01%	279
2026 Q1	$14.1K	Hold	97	–	–	﹤0.01%	268
2025 Q4	$13.7K	Buy	+97	New	+$13.5K	﹤0.01%	273

Other funds holding MGV

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Black Diamond Financial Towson, Maryland $1.18B AUM 15.24% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Halbert Hargrove Global Advisors's MGV Position: Q3 2026 in Review

Halbert Hargrove Global Advisors held its Vanguard Morningstar Mega Cap Value ETF (MGV) position steady in Q3 2026 at 97 shares worth $15.6K. The position accounts for ﹤0.01% of the portfolio, ranked #264.

Halbert Hargrove Global Advisors first reported a position in MGV in Q4 2025 and has held it in 4 quarters since. The position peaked at $15.9K in Q2 2026. 423 funds tracked by Wall St. Rank hold MGV as of Q3 2026.

Halbert Hargrove Global Advisors held 97 shares of Vanguard Morningstar Mega Cap Value ETF worth $15.6K as of Q3 2026.
Halbert Hargrove Global Advisors left its Vanguard Morningstar Mega Cap Value ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mega Cap Value ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q3 2026, its #264 holding.
Halbert Hargrove Global Advisors first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2025 and has held it in 4 quarters since.
Halbert Hargrove Global Advisors's Vanguard Morningstar Mega Cap Value ETF position peaked at $15.9K in Q2 2026.
423 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.