HHGA
VIS icon

Halbert Hargrove Global Advisors’s Vanguard Industrials ETF VIS Stock Holding History

Halbert Hargrove Global Advisors’s Portfolio VIS Stock Details VIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-38
Closed -$9.41K – 643
2025
Q1 		$9.41K Buy
+38
New +$9.83K ﹤0.01% 256

Other funds holding VIS

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
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 VIS Position: Q2 2025 in Review

Halbert Hargrove Global Advisors sold out of Vanguard Industrials ETF (VIS) in Q2 2025, closing a stake of 38 shares — an estimated $9.41K sold.

Halbert Hargrove Global Advisors first reported a position in VIS in Q1 2025 and held it in 1 quarter. The position peaked at $9.41K in Q1 2025. 524 funds tracked by Wall St. Rank hold VIS as of Q2 2025.

  • Halbert Hargrove Global Advisors reported no remaining Vanguard Industrials ETF position as of Q2 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 38 Vanguard Industrials ETF shares in Q2 2025, an estimated $9.41K.
  • Halbert Hargrove Global Advisors first reported a position in Vanguard Industrials ETF in Q1 2025 and held it in 1 quarter.
  • Halbert Hargrove Global Advisors's Vanguard Industrials ETF position peaked at $9.41K in Q1 2025.
  • 524 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2025.

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