HALBERT HARGROVE GLOBAL ADVISORS, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1484205
LONG BEACH, CA
Position in VB
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$296,755
+$4,498 QoQ
Shares Held
1,133
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $296,755 | 1,133 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $292,257 | 1,133 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $288,099 | 1,133 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $225,604 | 952 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $211,106 | 952 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $228,746 | 952 | Shares | Sole | 2025-07-17 | |
| 2024-09-30 | $249,544 | 1,052 | Shares | Sole | 2024-10-16 | |
| 2023-12-31 | $441,379 | 2,069 | Shares | Sole | 2024-01-24 | |
| No filing history on record for this holder in this stock. | ||||||