Halbert Hargrove Global Advisors’s Vanguard US Multifactor ETF VFMF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.1M	Buy	13,558 +12	+0.1%	+$1.9K	0.1%	34
2025 Q4	$2.04M	Sell	13,546 -1,803	-12%	-$264K	0.1%	33
2025 Q3	$2.21M	Sell	15,349 -620	-4%	-$86.4K	0.11%	31
2025 Q2	$2.15M	Buy	15,969 +9,120	+133%	+$1.16M	0.11%	31
2025 Q1	$865K	Buy	6,849 +6,793	+12,130%	+$897K	0.05%	47
2024 Q4	$7.31K	Buy	+56	New	+$7.52K	﹤0.01%	242

Other funds holding VFMF

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

OCG

Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

SLP

Storen Legacy Partners Zionsville, Indiana $367M AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

RWA

Rooted Wealth Advisors Bourbonnais, Illinois $379M AUM 13.75% 1-Year Est. Return

Halbert Hargrove Global Advisors's VFMF Position: Q1 2026 in Review

Halbert Hargrove Global Advisors increased its Vanguard US Multifactor ETF (VFMF) stake by 0.09% in Q1 2026, buying an estimated $1.9K and bringing the position to 13,558 shares worth $2.1M. The position accounts for 0.1% of the portfolio, ranked #34.

Halbert Hargrove Global Advisors first reported a position in VFMF in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.21M in Q3 2025. 95 funds tracked by Wall St. Rank hold VFMF as of Q1 2026.

Halbert Hargrove Global Advisors held 13,558 shares of Vanguard US Multifactor ETF worth $2.1M as of Q1 2026.
Halbert Hargrove Global Advisors bought 12 Vanguard US Multifactor ETF shares in Q1 2026, an estimated $1.9K.
Vanguard US Multifactor ETF made up 0.1% of Halbert Hargrove Global Advisors's portfolio in Q1 2026, its #34 holding.
Halbert Hargrove Global Advisors first reported a position in Vanguard US Multifactor ETF in Q4 2024 and has held it in 6 quarters since.
Halbert Hargrove Global Advisors's Vanguard US Multifactor ETF position peaked at $2.21M in Q3 2025.
95 funds tracked by Wall St. Rank held Vanguard US Multifactor ETF as of Q1 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.