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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$130K	Sell	357 -1	-0.3%	-$341	0.01%	134
2026 Q1	$108K	Sell	358 -3	-0.8%	-$943	0.01%	138
2025 Q4	$109K	Buy	361 +110	+44%	+$33.2K	0.01%	132
2025 Q3	$74.6K	Hold	251	–	–	﹤0.01%	158
2025 Q2	$69.4K	Hold	251	–	–	﹤0.01%	132
2025 Q1	$63.1K	Hold	251	–	–	﹤0.01%	140
2024 Q4	$70.2K	Buy	+251	New	+$70.9K	﹤0.01%	130

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Halbert Hargrove Global Advisors reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.28% in Q2 2026, selling an estimated $341 and leaving 357 shares worth $130K. The position accounts for 0.01% of the portfolio, ranked #134.

Halbert Hargrove Global Advisors first reported a position in VBK in Q4 2024 and has held it in 7 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Halbert Hargrove Global Advisors held 357 shares of Vanguard Morningstar Small-Cap Growth ETF worth $130K as of Q2 2026.
Halbert Hargrove Global Advisors sold 1 Vanguard Morningstar Small-Cap Growth ETF share in Q2 2026, an estimated $341.
Vanguard Morningstar Small-Cap Growth ETF made up 0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #134 holding.
Halbert Hargrove Global Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

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