Halbert Hargrove Global Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$715K	Buy	8,301 +1,263	+18%	+$106K	0.03%	56
2026 Q1	$513K	Sell	7,038 -450	-6%	-$35K	0.02%	63
2025 Q4	$609K	Buy	7,488 +2,262	+43%	+$184K	0.03%	60
2025 Q3	$418K	Sell	5,226 -114	-2%	-$8.71K	0.02%	70
2025 Q2	$390K	Sell	5,340 -66	-1%	-$4.34K	0.02%	64
2025 Q1	$334K	Buy	5,406 +36	+0.7%	+$2.43K	0.02%	64
2024 Q4	$367K	Sell	5,370 -24	-0.4%	-$1.61K	0.02%	67
2024 Q3	$345K	Sell	5,394 -1,830	-25%	-$113K	0.02%	69
2024 Q2	$450K	Hold	7,224	–	–	0.03%	60
2024 Q1	$415K	Sell	7,224 -774	-10%	-$42.6K	0.03%	68
2023 Q4	$415K	Sell	7,998 -30	-0.4%	-$1.45K	0.03%	66
2023 Q3	$364K	Sell	8,028 -48	-0.6%	-$2.27K	0.03%	67
2023 Q2	$381K	Sell	8,076 -54	-0.7%	-$2.34K	0.03%	64
2023 Q1	$338K	Sell	8,130 -1,146	-12%	-$44.6K	0.02%	101
2022 Q4	$329K	Buy	9,276 +1,836	+25%	+$67.5K	0.02%	101
2022 Q3	$265K	Buy	7,440 +72	+1%	+$2.89K	0.02%	121
2022 Q2	$274K	Sell	7,368 -600	-8%	-$24.6K	0.02%	120
2022 Q1	$382K	Buy	7,968 +600	+8%	+$28.4K	0.03%	94
2021 Q4	$394K	Hold	7,368	–	–	0.03%	93
2021 Q3	$356K	Hold	7,368	–	–	0.02%	85
2021 Q2	$352K	Buy	+7,368	New	+$335K	0.02%	93
2014 Q2	–	Sell	-1,980	Closed	-$31K	–	141
2014 Q1	$31K	Buy	+1,980	New	+$30.7K	0.01%	122

Other funds holding VUG

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Halbert Hargrove Global Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 18% in Q2 2026, buying an estimated $106K and bringing the position to 8,301 shares worth $715K. The position accounts for 0.03% of the portfolio, ranked #56.

Halbert Hargrove Global Advisors first reported a position in VUG in Q1 2014 and has held it in 22 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Halbert Hargrove Global Advisors held 8,301 shares of Vanguard Morningstar Growth ETF worth $715K as of Q2 2026.
Halbert Hargrove Global Advisors bought 1,263 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $106K.
Vanguard Morningstar Growth ETF made up 0.03% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #56 holding.
Halbert Hargrove Global Advisors first reported a position in Vanguard Morningstar Growth ETF in Q1 2014 and has held it in 22 quarters since.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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