Halbert Hargrove Global Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $447K | Buy |
1,570
+458
| +41% | +$136K | 0.02% | 72 |
|
|
2026
Q2 | $337K | Sell |
1,112
-21
| -2% | -$6.02K | 0.01% | 82 |
|
|
2026
Q1 | $297K | Hold |
1,133
| – | – | 0.01% | 79 |
|
|
2025
Q4 | $292K | Hold |
1,133
| – | – | 0.01% | 79 |
|
|
2025
Q3 | $288K | Buy |
1,133
+181
| +19% | +$44.9K | 0.01% | 84 |
|
|
2025
Q2 | $226K | Hold |
952
| – | – | 0.01% | 80 |
|
|
2025
Q1 | $211K | Hold |
952
| – | – | 0.01% | 82 |
|
|
2024
Q4 | $229K | Sell |
952
-100
| -10% | -$24.6K | 0.01% | 83 |
|
|
2024
Q3 | $249K | Buy |
+1,052
| New | +$239K | 0.01% | 80 |
|
|
2024
Q1 | – | Sell |
-2,069
| Closed | -$441K | – | 114 |
|
|
2023
Q4 | $441K | Buy |
+2,069
| New | +$399K | 0.03% | 65 |
|
|
2019
Q1 | – | Sell |
-4,118
| Closed | -$544K | – | 81 |
|
|
2018
Q4 | $544K | Sell |
4,118
-2,364
| -36% | -$344K | 0.13% | 32 |
|
|
2018
Q3 | $1.05M | Sell |
6,482
-2,981
| -32% | -$482K | 0.27% | 17 |
|
|
2018
Q2 | $1.47M | Sell |
9,463
-321
| -3% | -$49.1K | 0.39% | 11 |
|
|
2018
Q1 | $1.44M | Sell |
9,784
-117
| -1% | -$17.5K | 0.38% | 10 |
|
|
2017
Q4 | $1.46M | Sell |
9,901
-139
| -1% | -$20.1K | 0.38% | 15 |
|
|
2017
Q3 | $1.42M | Sell |
10,040
-18
| -0.2% | -$2.45K | 0.39% | 9 |
|
|
2017
Q2 | $1.36M | Buy |
10,058
+107
| +1% | +$14.3K | 0.36% | 10 |
|
|
2017
Q1 | $1.33M | Sell |
9,951
-541
| -5% | -$71.6K | 0.34% | 10 |
|
|
2016
Q4 | $1.35M | Sell |
10,492
-104
| -1% | -$12.9K | 0.38% | 9 |
|
|
2016
Q3 | $1.3M | Buy |
10,596
+1,357
| +15% | +$164K | 0.36% | 8 |
|
|
2016
Q2 | $1.07M | Sell |
9,239
-8,580
| -48% | -$974K | 0.31% | 11 |
|
|
2016
Q1 | $1.99M | Buy |
17,819
+1,044
| +6% | +$108K | 0.71% | 8 |
|
|
2015
Q4 | $1.86M | Buy |
16,775
+3,085
| +23% | +$350K | 0.8% | 16 |
|
|
2015
Q3 | $1.48M | Hold |
13,690
| – | – | 0.73% | 12 |
|
|
2015
Q2 | $1.66M | Buy |
13,690
+158
| +1% | +$19.4K | 0.4% | 13 |
|
|
2015
Q1 | $1.66M | Sell |
13,532
-1,153
| -8% | -$137K | 0.53% | 13 |
|
|
2014
Q4 | $1.71M | Buy |
14,685
+204
| +1% | +$23.2K | 0.85% | 10 |
|
|
2014
Q3 | $1.6M | Sell |
14,481
-6,600
| -31% | -$756K | 0.44% | 15 |
|
|
2014
Q2 | $2.47M | Buy |
21,081
+150
| +0.7% | +$16.8K | 0.74% | 6 |
|
|
2014
Q1 | $2.36M | Sell |
20,931
-469
| -2% | -$52K | 0.73% | 6 |
|
|
2013
Q4 | $2.35M | Sell |
21,400
-716
| -3% | -$76.2K | 0.73% | 6 |
|
|
2013
Q3 | $2.27M | Sell |
22,116
-400
| -2% | -$39.9K | 0.75% | 6 |
|
|
2013
Q2 | $2.11M | Buy |
+22,516
| New | +$2.08M | 0.77% | 6 |
|
Other funds holding VB
Halbert Hargrove Global Advisors's VB Position: Q3 2026 in Review
Halbert Hargrove Global Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 41% in Q3 2026, buying an estimated $136K and bringing the position to 1,570 shares worth $447K. The position accounts for 0.02% of the portfolio, ranked #72.
Halbert Hargrove Global Advisors first reported a position in VB in Q2 2013 and has held it in 33 quarters since. The position peaked at $2.47M in Q2 2014. 1,789 funds tracked by Wall St. Rank hold VB as of Q3 2026.
- Halbert Hargrove Global Advisors held 1,570 shares of Vanguard Morningstar Small-Cap ETF worth $447K as of Q3 2026.
- Halbert Hargrove Global Advisors bought 458 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $136K.
- Vanguard Morningstar Small-Cap ETF made up 0.02% of Halbert Hargrove Global Advisors's portfolio in Q3 2026, its #72 holding.
- Halbert Hargrove Global Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2013 and has held it in 33 quarters since.
- Halbert Hargrove Global Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $2.47M in Q2 2014.
- 1,789 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.
Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.