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Halbert Hargrove Global Advisors’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Halbert Hargrove Global Advisors’s Portfolio VUSB Stock Details VUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$80.2K Hold
1,610
– – ﹤0.01% 160
2025
Q4 		$80.2K Hold
1,610
– – ﹤0.01% 158
2025
Q3 		$80.5K Buy
+1,610
New +$80.2K ﹤0.01% 153
2025
Q2 		– Sell
-397
Closed -$19.8K – 657
2025
Q1 		$19.8K Buy
+397
New +$19.7K ﹤0.01% 204
2023
Q2 		– Sell
-294,107
Closed -$14.5M – 168
2023
Q1 		$14.5M Sell
294,107
-9,169
-3% -$450K 0.98% 15
2022
Q4 		$14.9M Buy
+303,276
New +$14.8M 1.06% 14

Other funds holding VUSB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return

Halbert Hargrove Global Advisors's VUSB Position: Q1 2026 in Review

Halbert Hargrove Global Advisors held its Vanguard Ultra-Short Bond ETF (VUSB) position steady in Q1 2026 at 1,610 shares worth $80.2K. The position accounts for ﹤0.01% of the portfolio, ranked #160.

Halbert Hargrove Global Advisors first reported a position in VUSB in Q4 2022 and has held it in 6 quarters since. The position peaked at $14.9M in Q4 2022. 470 funds tracked by Wall St. Rank hold VUSB as of Q1 2026.

  • Halbert Hargrove Global Advisors held 1,610 shares of Vanguard Ultra-Short Bond ETF worth $80.2K as of Q1 2026.
  • Halbert Hargrove Global Advisors left its Vanguard Ultra-Short Bond ETF share count unchanged in Q1 2026.
  • Vanguard Ultra-Short Bond ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q1 2026, its #160 holding.
  • Halbert Hargrove Global Advisors first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2022 and has held it in 6 quarters since.
  • Halbert Hargrove Global Advisors's Vanguard Ultra-Short Bond ETF position peaked at $14.9M in Q4 2022.
  • 470 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q1 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.