HHGA
VNQ icon

Halbert Hargrove Global Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Halbert Hargrove Global Advisors’s Portfolio VNQ Stock Details VNQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$121K Sell
1,251
-30
-2% -$2.87K 0.01% 140
2026
Q1 		$114K Buy
1,281
+42
+3% +$3.85K 0.01% 132
2025
Q4 		$110K Hold
1,239
– – 0.01% 131
2025
Q3 		$113K Hold
1,239
– – 0.01% 133
2025
Q2 		$110K Sell
1,239
-223
-15% -$19.7K 0.01% 110
2025
Q1 		$132K Buy
1,462
+124
+9% +$11.3K 0.01% 100
2024
Q4 		$119K Buy
+1,338
New +$126K 0.01% 106
2024
Q2 		– Sell
-3,777
Closed -$327K – 100
2024
Q1 		$327K Sell
3,777
-4
-0.1% -$342 0.02% 76
2023
Q4 		$334K Sell
3,781
-5,241
-58% -$415K 0.02% 73
2023
Q3 		$683K Buy
9,022
+378
+4% +$31.2K 0.05% 49
2023
Q2 		$722K Sell
8,644
-231
-3% -$18.9K 0.05% 49
2023
Q1 		$737K Buy
8,875
+45
+0.5% +$3.87K 0.05% 60
2022
Q4 		$728K Buy
8,830
+4,644
+111% +$385K 0.05% 62
2022
Q3 		$336K Buy
4,186
+842
+25% +$78.7K 0.03% 96
2022
Q2 		$305K Buy
+3,344
New +$333K 0.02% 107
2021
Q3 		– Sell
-22,058
Closed -$2.25M – 162
2021
Q2 		$2.25M Buy
+22,058
New +$2.19M 0.15% 28
2020
Q1 		– Sell
-2,193
Closed -$203K – 103
2019
Q4 		$203K Buy
+2,193
New +$203K 0.05% 84
2019
Q1 		– Sell
-24,660
Closed -$1.84M – 82
2018
Q4 		$1.84M Sell
24,660
-8,967
-27% -$706K 0.42% 20
2018
Q3 		$2.71M Buy
33,627
+770
+2% +$63.4K 0.7% 8
2018
Q2 		$2.68M Buy
32,857
+7,997
+32% +$620K 0.71% 7
2018
Q1 		$1.88M Buy
24,860
+6,521
+36% +$499K 0.5% 8
2017
Q4 		$1.52M Buy
18,339
+3,385
+23% +$284K 0.4% 13
2017
Q3 		$1.24M Buy
14,954
+152
+1% +$12.7K 0.34% 11
2017
Q2 		$1.23M Buy
14,802
+139
+0.9% +$11.6K 0.33% 12
2017
Q1 		$1.21M Buy
14,663
+333
+2% +$27.6K 0.31% 12
2016
Q4 		$1.18M Buy
14,330
+1,341
+10% +$109K 0.33% 12
2016
Q3 		$1.13M Sell
12,989
-395
-3% -$35.2K 0.32% 10
2016
Q2 		$1.19M Sell
13,384
-16,386
-55% -$1.38M 0.34% 9
2016
Q1 		$2.5M Sell
29,770
-1,093
-4% -$85.1K 0.9% 5
2015
Q4 		$2.46M Buy
30,863
+411
+1% +$32.5K 1.06% 12
2015
Q3 		$2.3M Buy
30,452
+602
+2% +$46.2K 1.13% 5
2015
Q2 		$2.23M Buy
29,850
+473
+2% +$37.8K 0.54% 5
2015
Q1 		$2.48M Sell
29,377
-678
-2% -$57.6K 0.79% 4
2014
Q4 		$2.43M Sell
30,055
-269
-0.9% -$21.1K 1.21% 6
2014
Q3 		$2.18M Buy
30,324
+344
+1% +$26K 0.6% 10
2014
Q2 		$2.24M Sell
29,980
-566
-2% -$41.6K 0.68% 7
2014
Q1 		$2.16M Buy
30,546
+406
+1% +$27.8K 0.66% 7
2013
Q4 		$1.95M Buy
30,140
+1,691
+6% +$113K 0.6% 7
2013
Q3 		$1.88M Buy
28,449
+1,840
+7% +$125K 0.62% 7
2013
Q2 		$1.83M Buy
+26,609
New +$1.93M 0.67% 7

Other funds holding VNQ

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
SPIO
Seven Post Investment Office San Francisco, California $352M AUM 16.44% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Halbert Hargrove Global Advisors reduced its Vanguard Real Estate ETF (VNQ) stake by 2.3% in Q2 2026, selling an estimated $2.87K and leaving 1,251 shares worth $121K. The position accounts for 0.01% of the portfolio, ranked #140.

Halbert Hargrove Global Advisors first reported a position in VNQ in Q2 2013 and has held it in 40 quarters since. The position peaked at $2.71M in Q3 2018. 890 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Halbert Hargrove Global Advisors held 1,251 shares of Vanguard Real Estate ETF worth $121K as of Q2 2026.
  • Halbert Hargrove Global Advisors sold 30 Vanguard Real Estate ETF shares in Q2 2026, an estimated $2.87K.
  • Vanguard Real Estate ETF made up 0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #140 holding.
  • Halbert Hargrove Global Advisors first reported a position in Vanguard Real Estate ETF in Q2 2013 and has held it in 40 quarters since.
  • Halbert Hargrove Global Advisors's Vanguard Real Estate ETF position peaked at $2.71M in Q3 2018.
  • 890 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

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