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Halbert Hargrove Global Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Halbert Hargrove Global Advisors’s Portfolio VTWO Stock Details VTWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.47M Sell
20,329
-414
-2% -$47K 0.11% 32
2026
Q1 		$2.08M Sell
20,743
-15,376
-43% -$1.6M 0.1% 35
2025
Q4 		$3.59M Sell
36,119
-1,610
-4% -$160K 0.17% 26
2025
Q3 		$3.69M Sell
37,729
-2,093
-5% -$194K 0.18% 25
2025
Q2 		$3.47M Sell
39,822
-793
-2% -$64.5K 0.18% 26
2025
Q1 		$3.28M Buy
40,615
+7,040
+21% +$618K 0.19% 25
2024
Q4 		$3M Sell
33,575
-989
-3% -$91.2K 0.17% 26
2024
Q3 		$3.09M Sell
34,564
-1,223
-3% -$106K 0.17% 26
2024
Q2 		$2.93M Sell
35,787
-278
-0.8% -$22.7K 0.17% 26
2024
Q1 		$3.07M Sell
36,065
-3,049
-8% -$246K 0.2% 28
2023
Q4 		$3.17M Buy
39,114
+14,173
+57% +$1.03M 0.22% 30
2023
Q3 		$1.78M Sell
24,941
-1,458
-6% -$111K 0.13% 33
2023
Q2 		$2M Buy
26,399
+128
+0.5% +$9.22K 0.15% 33
2023
Q1 		$1.89M Buy
26,271
+168
+0.6% +$12.5K 0.13% 35
2022
Q4 		$1.84M Sell
26,103
-994
-4% -$71.4K 0.13% 36
2022
Q3 		$1.8M Sell
27,097
-2,777
-9% -$204K 0.14% 36
2022
Q2 		$2.04M Buy
29,874
+15,638
+110% +$1.16M 0.15% 34
2022
Q1 		$1.18M Buy
14,236
+11,462
+413% +$943K 0.08% 46
2021
Q4 		$249K Buy
+2,774
New +$253K 0.02% 133

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Halbert Hargrove Global Advisors reduced its Vanguard Russell 2000 ETF (VTWO) stake by 2% in Q2 2026, selling an estimated $47K and leaving 20,329 shares worth $2.47M. The position accounts for 0.11% of the portfolio, ranked #32.

Halbert Hargrove Global Advisors first reported a position in VTWO in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.69M in Q3 2025. 741 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • Halbert Hargrove Global Advisors held 20,329 shares of Vanguard Russell 2000 ETF worth $2.47M as of Q2 2026.
  • Halbert Hargrove Global Advisors sold 414 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $47K.
  • Vanguard Russell 2000 ETF made up 0.11% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #32 holding.
  • Halbert Hargrove Global Advisors first reported a position in Vanguard Russell 2000 ETF in Q4 2021 and has held it in 19 quarters since.
  • Halbert Hargrove Global Advisors's Vanguard Russell 2000 ETF position peaked at $3.69M in Q3 2025.
  • 741 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

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