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 Q3	$86.8K	Buy	1,752 +76	+5%	+$3.77K	﹤0.01%	159
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

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return

Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return

SAMC

Spectrum Asset Management (California) Newport Beach, California $346M AUM 13.82% 1-Year Est. Return

GWM

Global Wealth Management Kingston, New Jersey $184M AUM 13.59% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

MFA

McClarren Financial Advisors State College, Pennsylvania $198M AUM 12.9% 1-Year Est. Return

ECML

Eagle Capital Management (Louisiana) Mandeville, Louisiana $292M AUM 26.84% 1-Year Est. Return

David Kennon Sarasota, Florida $302M AUM 12% 1-Year Est. Return

Halbert Hargrove Global Advisors's VUSB Position: Q3 2026 in Review

Halbert Hargrove Global Advisors increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 4.5% in Q3 2026, buying an estimated $3.77K and bringing the position to 1,752 shares worth $86.8K. The position accounts for ﹤0.01% of the portfolio, ranked #159.

Halbert Hargrove Global Advisors first reported a position in VUSB in Q4 2022 and has held it in 8 quarters since. The position peaked at $14.9M in Q4 2022. 103 funds tracked by Wall St. Rank hold VUSB as of Q3 2026.

Halbert Hargrove Global Advisors held 1,752 shares of Vanguard Ultra-Short Bond ETF worth $86.8K as of Q3 2026.
Halbert Hargrove Global Advisors bought 76 Vanguard Ultra-Short Bond ETF shares in Q3 2026, an estimated $3.77K.
Vanguard Ultra-Short Bond ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q3 2026, its #159 holding.
Halbert Hargrove Global Advisors first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2022 and has held it in 8 quarters since.
Halbert Hargrove Global Advisors's Vanguard Ultra-Short Bond ETF position peaked at $14.9M in Q4 2022.
103 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.