Halbert Hargrove Global Advisors
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Halbert Hargrove Global Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Halbert Hargrove Global Advisors’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$104K Sell
1,322
-833
-39% -$67.8K ﹤0.01% 146
2026
Q2 		$174K Buy
2,155
+551
+34% +$42.7K 0.01% 117
2026
Q1 		$115K Sell
1,604
-216
-12% -$16K 0.01% 130
2025
Q4 		$132K Buy
1,820
+220
+14% +$16K 0.01% 120
2025
Q3 		$118K Buy
1,600
+1,336
+506% +$95.9K 0.01% 130
2025
Q2 		$18.6K Hold
264
– – ﹤0.01% 194
2025
Q1 		$17.2K Hold
264
– – ﹤0.01% 209
2024
Q4 		$17.5K Buy
+264
New +$17.9K ﹤0.01% 196
2019
Q1 		– Sell
-16,348
Closed -$565K – 83
2018
Q4 		$565K Sell
16,348
-9,356
-36% -$351K 0.13% 31
2018
Q3 		$1.06M Sell
25,704
-5,732
-18% -$234K 0.27% 16
2018
Q2 		$1.24M Sell
31,436
-940
-3% -$36.9K 0.33% 13
2018
Q1 		$1.25M Sell
32,376
-384
-1% -$15.1K 0.33% 12
2017
Q4 		$1.27M Buy
32,760
+172
+0.5% +$6.49K 0.33% 17
2017
Q3 		$1.2M Buy
32,588
+220
+0.7% +$7.94K 0.33% 12
2017
Q2 		$1.15M Sell
32,368
-80
-0.2% -$2.83K 0.31% 13
2017
Q1 		$1.13M Sell
32,448
-612
-2% -$21K 0.29% 14
2016
Q4 		$1.09M Buy
33,060
+160
+0.5% +$5.18K 0.3% 15
2016
Q3 		$1.06M Sell
32,900
-472
-1% -$15.1K 0.3% 11
2016
Q2 		$1.03M Sell
33,372
-31,604
-49% -$966K 0.3% 12
2016
Q1 		$1.97M Buy
64,976
+1,364
+2% +$38.6K 0.71% 9
2015
Q4 		$1.91M Buy
63,612
+6,596
+12% +$201K 0.82% 15
2015
Q3 		$1.66M Buy
57,016
+552
+1% +$17.2K 0.82% 8
2015
Q2 		$1.8M Buy
56,464
+420
+0.7% +$13.6K 0.44% 10
2015
Q1 		$1.86M Sell
56,044
-3,104
-5% -$97.6K 0.6% 8
2014
Q4 		$1.83M Buy
59,148
+492
+0.8% +$14.8K 0.91% 7
2014
Q3 		$1.72M Sell
58,656
-34,924
-37% -$1.04M 0.47% 12
2014
Q2 		$2.78M Buy
93,580
+1,144
+1% +$32.7K 0.84% 5
2014
Q1 		$2.62M Sell
92,436
-1,628
-2% -$45.2K 0.81% 5
2013
Q4 		$2.59M Buy
94,064
+612
+0.7% +$16.3K 0.8% 5
2013
Q3 		$2.39M Hold
93,452
– – 0.79% 5
2013
Q2 		$2.22M Buy
+93,452
New +$2.22M 0.81% 5

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LPL Financial
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

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

Halbert Hargrove Global Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 39% in Q3 2026, selling an estimated $67.8K and leaving 1,322 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #146.

Halbert Hargrove Global Advisors first reported a position in VO in Q2 2013 and has held it in 31 quarters since. The position peaked at $2.78M in Q2 2014. 1,671 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Halbert Hargrove Global Advisors held 1,322 shares of Vanguard Morningstar Mid-Cap ETF worth $104K as of Q3 2026.
  • Halbert Hargrove Global Advisors sold 833 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $67.8K.
  • Vanguard Morningstar Mid-Cap ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q3 2026, its #146 holding.
  • Halbert Hargrove Global Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2013 and has held it in 31 quarters since.
  • Halbert Hargrove Global Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $2.78M in Q2 2014.
  • 1,671 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

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