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Halbert Hargrove Global Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Halbert Hargrove Global Advisors’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 		$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 		$1.29M 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

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Halbert Hargrove Global Advisors's VB Position: Q2 2026 in Review

Halbert Hargrove Global Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.9% in Q2 2026, selling an estimated $6.02K and leaving 1,112 shares worth $337K. The position accounts for 0.01% of the portfolio, ranked #82.

Halbert Hargrove Global Advisors first reported a position in VB in Q2 2013 and has held it in 32 quarters since. The position peaked at $2.47M in Q2 2014. 1,300 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Halbert Hargrove Global Advisors held 1,112 shares of Vanguard Morningstar Small-Cap ETF worth $337K as of Q2 2026.
  • Halbert Hargrove Global Advisors sold 21 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $6.02K.
  • Vanguard Morningstar Small-Cap ETF made up 0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #82 holding.
  • Halbert Hargrove Global Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2013 and has held it in 32 quarters since.
  • Halbert Hargrove Global Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $2.47M in Q2 2014.
  • 1,300 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.