Halbert Hargrove Global Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$193K	Sell	1,223 -9	-0.7%	-$1.41K	0.01%	108
2026 Q1	$182K	Sell	1,232 -7	-0.6%	-$1.05K	0.01%	100
2025 Q4	$178K	Hold	1,239	–	–	0.01%	103
2025 Q3	$175K	Hold	1,239	–	–	0.01%	112
2025 Q2	$165K	Sell	1,239 -19	-2%	-$2.41K	0.01%	94
2025 Q1	$162K	Buy	1,258 +50	+4%	+$6.54K	0.01%	94
2024 Q4	$154K	Buy	+1,208	New	+$158K	0.01%	96
2024 Q1	–	Sell	-3,590	Closed	-$401K	–	116
2023 Q4	$401K	Sell	3,590 -2,400	-40%	-$252K	0.03%	69
2023 Q3	$619K	Sell	5,990 -463	-7%	-$49.7K	0.05%	53
2023 Q2	$684K	Buy	6,453 +788	+14%	+$82.7K	0.05%	50
2023 Q1	$598K	Buy	5,665 +931	+20%	+$100K	0.04%	71
2022 Q4	$512K	Buy	4,734 +682	+17%	+$72.6K	0.04%	77
2022 Q3	$385K	Buy	4,052 +30	+0.7%	+$3.12K	0.03%	89
2022 Q2	$409K	Buy	4,022 +34	+0.9%	+$3.69K	0.03%	82
2022 Q1	$448K	Buy	3,988 +23	+0.6%	+$2.56K	0.03%	83
2021 Q4	$445K	Buy	3,965 +33	+0.8%	+$3.59K	0.03%	81
2021 Q3	$406K	Buy	3,932 +29	+0.7%	+$3.07K	0.03%	75
2021 Q2	$409K	Buy	3,903 +278	+8%	+$29.2K	0.03%	82
2021 Q1	$366K	Buy	+3,625	New	+$350K	0.03%	79

Other funds holding VYM

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

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

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

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

Halbert Hargrove Global Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.73% in Q2 2026, selling an estimated $1.41K and leaving 1,223 shares worth $193K. The position accounts for 0.01% of the portfolio, ranked #108.

Halbert Hargrove Global Advisors first reported a position in VYM in Q1 2021 and has held it in 19 quarters since. The position peaked at $684K in Q2 2023. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Halbert Hargrove Global Advisors held 1,223 shares of Vanguard High Dividend Yield ETF worth $193K as of Q2 2026.
Halbert Hargrove Global Advisors sold 9 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $1.41K.
Vanguard High Dividend Yield ETF made up 0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #108 holding.
Halbert Hargrove Global Advisors first reported a position in Vanguard High Dividend Yield ETF in Q1 2021 and has held it in 19 quarters since.
Halbert Hargrove Global Advisors's Vanguard High Dividend Yield ETF position peaked at $684K in Q2 2023.
2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

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