HHGA
VFMF icon

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
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

AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SLP
Storen Legacy Partners Zionsville, Indiana $367M AUM
RWA
Rooted Wealth Advisors Bourbonnais, Illinois $408M AUM 18.96% 1-Year Est. Return

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

Halbert Hargrove Global Advisors reduced its Vanguard US Multifactor ETF (VFMF) stake by 6.9% in Q2 2026, selling an estimated $159K and leaving 12,619 shares worth $2.23M. The position accounts for 0.1% of the portfolio, ranked #33.

Halbert Hargrove Global Advisors first reported a position in VFMF in Q4 2024 and has held it in 7 quarters since. 106 funds tracked by Wall St. Rank hold VFMF as of Q2 2026.

  • Halbert Hargrove Global Advisors held 12,619 shares of Vanguard US Multifactor ETF worth $2.23M as of Q2 2026.
  • Halbert Hargrove Global Advisors sold 939 Vanguard US Multifactor ETF shares in Q2 2026, an estimated $159K.
  • Vanguard US Multifactor ETF made up 0.1% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #33 holding.
  • Halbert Hargrove Global Advisors first reported a position in Vanguard US Multifactor ETF in Q4 2024 and has held it in 7 quarters since.
  • 106 funds tracked by Wall St. Rank held Vanguard US Multifactor ETF as of Q2 2026.

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