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 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	$1.05M	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%	+$7.93K	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	$2.63M	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

Other funds holding VO

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

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

Halbert Hargrove Global Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 34% in Q2 2026, buying an estimated $42.7K and bringing the position to 2,155 shares worth $174K. The position accounts for 0.01% of the portfolio, ranked #117.

Halbert Hargrove Global Advisors first reported a position in VO in Q2 2013 and has held it in 30 quarters since. The position peaked at $2.78M in Q2 2014. 1,269 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Halbert Hargrove Global Advisors held 2,155 shares of Vanguard Morningstar Mid-Cap ETF worth $174K as of Q2 2026.
Halbert Hargrove Global Advisors bought 551 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $42.7K.
Vanguard Morningstar Mid-Cap ETF made up 0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #117 holding.
Halbert Hargrove Global Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2013 and has held it in 30 quarters since.
Halbert Hargrove Global Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $2.78M in Q2 2014.
1,269 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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