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Halbert Hargrove Global Advisors’s Vanguard Energy ETF VDE Stock Holding History

Halbert Hargrove Global Advisors’s Portfolio VDE Stock Details VDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-72
Closed -$9.34K – 636
2025
Q1 		$9.34K Buy
+72
New +$9.09K ﹤0.01% 257

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Halbert Hargrove Global Advisors's VDE Position: Q2 2025 in Review

Halbert Hargrove Global Advisors sold out of Vanguard Energy ETF (VDE) in Q2 2025, closing a stake of 72 shares — an estimated $9.34K sold.

Halbert Hargrove Global Advisors first reported a position in VDE in Q1 2025 and held it in 1 quarter. The position peaked at $9.34K in Q1 2025. 647 funds tracked by Wall St. Rank hold VDE as of Q2 2025.

  • Halbert Hargrove Global Advisors reported no remaining Vanguard Energy ETF position as of Q2 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 72 Vanguard Energy ETF shares in Q2 2025, an estimated $9.34K.
  • Halbert Hargrove Global Advisors first reported a position in Vanguard Energy ETF in Q1 2025 and held it in 1 quarter.
  • Halbert Hargrove Global Advisors's Vanguard Energy ETF position peaked at $9.34K in Q1 2025.
  • 647 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.