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 Q2	$83.4K	Buy	1,676 +66	+4%	+$3.28K	﹤0.01%	168
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 New York $1.81T AUM 41.13% 1-Year Est. Return

KAM

Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

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

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

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return

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

Halbert Hargrove Global Advisors increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 4.1% in Q2 2026, buying an estimated $3.28K and bringing the position to 1,676 shares worth $83.4K. The position accounts for ﹤0.01% of the portfolio, ranked #168.

Halbert Hargrove Global Advisors first reported a position in VUSB in Q4 2022 and has held it in 7 quarters since. The position peaked at $14.9M in Q4 2022. 488 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

Halbert Hargrove Global Advisors held 1,676 shares of Vanguard Ultra-Short Bond ETF worth $83.4K as of Q2 2026.
Halbert Hargrove Global Advisors bought 66 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $3.28K.
Vanguard Ultra-Short Bond ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #168 holding.
Halbert Hargrove Global Advisors first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2022 and has held it in 7 quarters since.
Halbert Hargrove Global Advisors's Vanguard Ultra-Short Bond ETF position peaked at $14.9M in Q4 2022.
488 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

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