Halbert Hargrove Global Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Halbert Hargrove Global Advisors’s Portfolio VT Stock Details VT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$29.7K	Hold	189	–	–	﹤0.01%	243
2026 Q1	$26.1K	Hold	189	–	–	﹤0.01%	231
2025 Q4	$26.7K	Hold	189	–	–	﹤0.01%	235
2025 Q3	$26K	Hold	189	–	–	﹤0.01%	225
2025 Q2	$24.3K	Hold	189	–	–	﹤0.01%	181
2025 Q1	$21.9K	Buy	+189	New	+$22.6K	﹤0.01%	193

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

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

Halbert Hargrove Global Advisors held its Vanguard Total World Stock ETF (VT) position steady in Q2 2026 at 189 shares worth $29.7K. The position accounts for ﹤0.01% of the portfolio, ranked #243.

Halbert Hargrove Global Advisors first reported a position in VT in Q1 2025 and has held it in 6 quarters since. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Halbert Hargrove Global Advisors held 189 shares of Vanguard Total World Stock ETF worth $29.7K as of Q2 2026.
Halbert Hargrove Global Advisors left its Vanguard Total World Stock ETF share count unchanged in Q2 2026.
Vanguard Total World Stock ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #243 holding.
Halbert Hargrove Global Advisors first reported a position in Vanguard Total World Stock ETF in Q1 2025 and has held it in 6 quarters since.
1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

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