Halbert Hargrove Global Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$866K	Sell	14,513 -6	-0%	-$353	0.04%	52
2026 Q1	$785K	Buy	14,519 +100	+0.7%	+$5.6K	0.04%	53
2025 Q4	$775K	Sell	14,419 -616	-4%	-$33.5K	0.04%	52
2025 Q3	$815K	Buy	15,035 +454	+3%	+$23.4K	0.04%	52
2025 Q2	$721K	Sell	14,581 -2,663	-15%	-$124K	0.04%	48
2025 Q1	$780K	Buy	17,244 +513	+3%	+$23.1K	0.04%	50
2024 Q4	$737K	Sell	16,731 -866	-5%	-$40.3K	0.04%	54
2024 Q3	$842K	Buy	17,597 +5,480	+45%	+$244K	0.05%	51
2024 Q2	$530K	Sell	12,117 -300	-2%	-$12.9K	0.03%	57
2024 Q1	$519K	Buy	12,417 +1,177	+10%	+$48K	0.03%	63
2023 Q4	$462K	Buy	11,240 +940	+9%	+$37.3K	0.03%	63
2023 Q3	$404K	Sell	10,300 -554	-5%	-$22.6K	0.03%	63
2023 Q2	$442K	Buy	10,854 +591	+6%	+$23.8K	0.03%	57
2023 Q1	$415K	Sell	10,263 -5,830	-36%	-$238K	0.03%	88
2022 Q4	$627K	Sell	16,093 -61	-0.4%	-$2.33K	0.04%	68
2022 Q3	$589K	Buy	+16,154	New	+$656K	0.05%	69
2019 Q1	–	Sell	-31,426	Closed	-$1.2M	–	84
2018 Q4	$1.2M	Sell	31,426 -12,761	-29%	-$494K	0.28%	24
2018 Q3	$1.81M	Hold	44,187	–	–	0.47%	12
2018 Q2	$1.86M	Buy	44,187 +9,265	+27%	+$418K	0.49%	10
2018 Q1	$1.64M	Sell	34,922 -3,233	-8%	-$155K	0.44%	9
2017 Q4	$1.75M	Buy	38,155 +8,366	+28%	+$374K	0.46%	11
2017 Q3	$1.3M	Sell	29,789 -1,459	-5%	-$63.1K	0.36%	10
2017 Q2	$1.28M	Buy	31,248 +191	+0.6%	+$7.74K	0.34%	11
2017 Q1	$1.23M	Buy	31,057 +104	+0.3%	+$4.01K	0.31%	11
2016 Q4	$1.11M	Sell	30,953 -1,889	-6%	-$69.2K	0.31%	14
2016 Q3	$1.24M	Buy	32,842 +17	+0.1%	+$633	0.35%	9
2016 Q2	$1.16M	Sell	32,825 -27,539	-46%	-$941K	0.33%	10
2016 Q1	$2.09M	Buy	60,364 +562	+0.9%	+$17.6K	0.75%	7
2015 Q4	$1.96M	Buy	59,802 +7,124	+14%	+$245K	0.84%	14
2015 Q3	$1.74M	Buy	52,678 +16,059	+44%	+$583K	0.86%	7
2015 Q2	$1.5M	Sell	36,619 -490	-1%	-$21.1K	0.36%	18
2015 Q1	$1.52M	Buy	37,109 +2,078	+6%	+$84.5K	0.49%	16
2014 Q4	$1.4M	Buy	35,031 +645	+2%	+$26.6K	0.7%	12
2014 Q3	$1.43M	Buy	34,386 +432	+1%	+$19.2K	0.4%	21
2014 Q2	$1.46M	Buy	33,954 +4,070	+14%	+$171K	0.44%	11
2014 Q1	$1.21M	Buy	29,884 +1,807	+6%	+$70.1K	0.37%	12
2013 Q4	$1.16M	Buy	28,077 +459	+2%	+$18.9K	0.36%	13
2013 Q3	$1.11M	Buy	27,618 +2,833	+11%	+$112K	0.37%	14
2013 Q2	$962K	Buy	+24,785	New	+$1.04M	0.35%	14

Other funds holding VWO

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

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

Halbert Hargrove Global Advisors reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.04% in Q2 2026, selling an estimated $353 and leaving 14,513 shares worth $866K. The position accounts for 0.04% of the portfolio, ranked #52.

Halbert Hargrove Global Advisors first reported a position in VWO in Q2 2013 and has held it in 39 quarters since. The position peaked at $2.09M in Q1 2016. 1,298 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Halbert Hargrove Global Advisors held 14,513 shares of Vanguard FTSE Emerging Markets ETF worth $866K as of Q2 2026.
Halbert Hargrove Global Advisors sold 6 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $353.
Vanguard FTSE Emerging Markets ETF made up 0.04% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #52 holding.
Halbert Hargrove Global Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2013 and has held it in 39 quarters since.
Halbert Hargrove Global Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $2.09M in Q1 2016.
1,298 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

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