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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$193K	Sell	793 -77	-9%	-$17.9K	0.01%	109
2026 Q1	$189K	Sell	870 -5	-0.6%	-$1.12K	0.01%	98
2025 Q4	$185K	Buy	875 +157	+22%	+$32.9K	0.01%	100
2025 Q3	$150K	Hold	718	–	–	0.01%	118
2025 Q2	$140K	Hold	718	–	–	0.01%	100
2025 Q1	$134K	Hold	718	–	–	0.01%	99
2024 Q4	$142K	Buy	+718	New	+$147K	0.01%	98

Other funds holding VBR

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

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

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

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

Halbert Hargrove Global Advisors reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 8.9% in Q2 2026, selling an estimated $17.9K and leaving 793 shares worth $193K. The position accounts for 0.01% of the portfolio, ranked #109.

Halbert Hargrove Global Advisors first reported a position in VBR in Q4 2024 and has held it in 7 quarters since. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Halbert Hargrove Global Advisors held 793 shares of Vanguard Morningstar Small-Cap Value ETF worth $193K as of Q2 2026.
Halbert Hargrove Global Advisors sold 77 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $17.9K.
Vanguard Morningstar Small-Cap Value ETF made up 0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #109 holding.
Halbert Hargrove Global Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

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