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Halbert Hargrove Global Advisors’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Halbert Hargrove Global Advisors’s Portfolio VSS Stock Details VSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.07M Sell
6,948
-91
-1% -$14.3K 0.05% 50
2026
Q1 		$1.03M Sell
7,039
-9
-0.1% -$1.36K 0.05% 50
2025
Q4 		$1.01M Sell
7,048
-282
-4% -$40.2K 0.05% 48
2025
Q3 		$1.04M Sell
7,330
-203
-3% -$28.1K 0.05% 49
2025
Q2 		$1.01M Sell
7,533
-213
-3% -$26.3K 0.05% 44
2025
Q1 		$895K Sell
7,746
-845
-10% -$98.2K 0.05% 46
2024
Q4 		$983K Sell
8,591
-131
-2% -$15.7K 0.05% 49
2024
Q3 		$1.1M Sell
8,722
-882
-9% -$106K 0.06% 44
2024
Q2 		$1.13M Sell
9,604
-1,211
-11% -$142K 0.07% 43
2024
Q1 		$1.26M Sell
10,815
-179
-2% -$20.3K 0.08% 43
2023
Q4 		$1.26M Sell
10,994
-390
-3% -$41.9K 0.09% 41
2023
Q3 		$1.21M Sell
11,384
-173
-1% -$19.2K 0.09% 37
2023
Q2 		$1.28M Buy
11,557
+38
+0.3% +$4.19K 0.09% 35
2023
Q1 		$1.26M Sell
11,519
-1,764
-13% -$192K 0.09% 43
2022
Q4 		$1.37M Sell
13,283
-1,003
-7% -$101K 0.1% 39
2022
Q3 		$1.33M Buy
14,286
+3,934
+38% +$409K 0.1% 40
2022
Q2 		$1.07M Buy
10,352
+7,674
+287% +$870K 0.08% 44
2022
Q1 		$332K Buy
+2,678
New +$336K 0.02% 106

Other funds holding VSS

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Halbert Hargrove Global Advisors reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 1.3% in Q2 2026, selling an estimated $14.3K and leaving 6,948 shares worth $1.07M. The position accounts for 0.05% of the portfolio, ranked #50.

Halbert Hargrove Global Advisors first reported a position in VSS in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.37M in Q4 2022. 722 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

  • Halbert Hargrove Global Advisors held 6,948 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $1.07M as of Q2 2026.
  • Halbert Hargrove Global Advisors sold 91 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $14.3K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.05% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #50 holding.
  • Halbert Hargrove Global Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2022 and has held it in 18 quarters since.
  • Halbert Hargrove Global Advisors's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $1.37M in Q4 2022.
  • 722 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

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