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 Q3	$2.23M	Sell	12,518 -101	-0.8%	-$18.5K	0.1%	34
2026 Q2	$2.23M	Sell	12,619 -939	-7%	-$159K	0.1%	33
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

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

Chris Bulman Roseville, California $285M AUM 15.3% 1-Year Est. Return

RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Perryman Financial Advisory Dallas, Texas $791M AUM 21.08% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Seed Wealth Management Evanston, Illinois $159M AUM 11.98% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Capital Square Chattanooga, Tennessee $227M AUM 12.51% 1-Year Est. Return

Halbert Hargrove Global Advisors's VFMF Position: Q3 2026 in Review

Halbert Hargrove Global Advisors reduced its Vanguard US Multifactor ETF (VFMF) stake by 0.8% in Q3 2026, selling an estimated $18.5K and leaving 12,518 shares worth $2.23M. 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 8 quarters since. 22 funds tracked by Wall St. Rank hold VFMF as of Q3 2026.

Halbert Hargrove Global Advisors held 12,518 shares of Vanguard US Multifactor ETF worth $2.23M as of Q3 2026.
Halbert Hargrove Global Advisors sold 101 Vanguard US Multifactor ETF shares in Q3 2026, an estimated $18.5K.
Vanguard US Multifactor ETF made up 0.1% of Halbert Hargrove Global Advisors's portfolio in Q3 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 8 quarters since.
22 funds tracked by Wall St. Rank held Vanguard US Multifactor ETF as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.