Halbert Hargrove Global Advisors’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$19.8K	Sell	50 -15	-23%	-$5.83K	﹤0.01%	267
2026 Q1	$23.3K	Hold	65	–	–	﹤0.01%	239
2025 Q4	$25.6K	Hold	65	–	–	﹤0.01%	239
2025 Q3	$25.8K	Sell	65 -47	-42%	-$17.9K	﹤0.01%	226
2025 Q2	$40.4K	Sell	112 -62	-36%	-$21K	﹤0.01%	155
2025 Q1	$56.5K	Buy	174 +28	+19%	+$10.1K	﹤0.01%	145
2024 Q4	$54.7K	Buy	+146	New	+$52.7K	﹤0.01%	146

Other funds holding VCR

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

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

Halbert Hargrove Global Advisors reduced its Vanguard Consumer Discretionary ETF (VCR) stake by 23% in Q2 2026, selling an estimated $5.83K and leaving 50 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #267.

Halbert Hargrove Global Advisors first reported a position in VCR in Q4 2024 and has held it in 7 quarters since. The position peaked at $56.5K in Q1 2025. 575 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

Halbert Hargrove Global Advisors held 50 shares of Vanguard Consumer Discretionary ETF worth $19.8K as of Q2 2026.
Halbert Hargrove Global Advisors sold 15 Vanguard Consumer Discretionary ETF shares in Q2 2026, an estimated $5.83K.
Vanguard Consumer Discretionary ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #267 holding.
Halbert Hargrove Global Advisors first reported a position in Vanguard Consumer Discretionary ETF in Q4 2024 and has held it in 7 quarters since.
Halbert Hargrove Global Advisors's Vanguard Consumer Discretionary ETF position peaked at $56.5K in Q1 2025.
575 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

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