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Halbert Hargrove Global Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Halbert Hargrove Global Advisors’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$952K Sell
2,573
-57
-2% -$20.4K 0.04% 51
2026
Q1 		$844K Buy
2,630
+89
+4% +$29.9K 0.04% 52
2025
Q4 		$852K Buy
2,541
+1,788
+237% +$595K 0.04% 50
2025
Q3 		$247K Sell
753
-20
-3% -$6.32K 0.01% 91
2025
Q2 		$235K Hold
773
– – 0.01% 79
2025
Q1 		$213K Buy
773
+116
+18% +$33.7K 0.01% 81
2024
Q4 		$190K Sell
657
-1,699
-72% -$496K 0.01% 91
2024
Q3 		$667K Buy
+2,356
New +$643K 0.04% 55
2023
Q4 		– Sell
-1,481
Closed -$315K – 111
2023
Q3 		$315K Sell
1,481
-278
-16% -$61.5K 0.02% 69
2023
Q2 		$387K Buy
1,759
+255
+17% +$53.2K 0.03% 62
2023
Q1 		$307K Buy
1,504
+97
+7% +$19.4K 0.02% 108
2022
Q4 		$269K Buy
1,407
+4
+0.3% +$771 0.02% 118
2022
Q3 		$252K Sell
1,403
-222
-14% -$44.2K 0.02% 125
2022
Q2 		$306K Buy
+1,625
New +$334K 0.02% 106

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Halbert Hargrove Global Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.2% in Q2 2026, selling an estimated $20.4K and leaving 2,573 shares worth $952K. The position accounts for 0.04% of the portfolio, ranked #51.

Halbert Hargrove Global Advisors first reported a position in VTI in Q2 2022 and has held it in 14 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Halbert Hargrove Global Advisors held 2,573 shares of Vanguard Morningstar Total Stock Market ETF worth $952K as of Q2 2026.
  • Halbert Hargrove Global Advisors sold 57 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $20.4K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.04% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #51 holding.
  • Halbert Hargrove Global Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2022 and has held it in 14 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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