Halbert Hargrove Global Advisors, LLC Vanguard Wellington Fd Us Mult Transaction History

Halbert Hargrove Global Advisors, LLC

$2.04 Billion
Q4 2025

A detailed history of Halbert Hargrove Global Advisors, LLC transactions in Vanguard Wellington Fd Us Mult stock. As of the latest transaction made, Halbert Hargrove Global Advisors, LLC holds 13,546 shares of VFMF stock, worth $1.96 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

13,546

Previous 15,349 11.75%

Holding current value

$1.96 Million

Previous $2.21 Million 11.61%

% of portfolio

0.1%

Previous 0.11%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 22, 2026	SELL	$139.3 - $147.36 $251,157 - $265,690	-1,803 Reduced 11.75%	13,546 $1.96 Million
Q3 2025 Oct 16, 2025	SELL	$132.51 - $145.94 $82,156 - $90,482	-620 Reduced 3.88%	15,349 $2.21 Million
Q2 2025 Jul 17, 2025	BUY	$111.3 - $134.5 $1.77 Million - $2.14 Million	15,913 Added 28416.07%	15,969 $2.15 Million
Q1 2025 Apr 17, 2025	BUY	$122.86 - $137.9 $834,587 - $936,754	6,793 Added 12130.36%	6,849 $859,000
Q4 2024 Jul 17, 2025	SELL	$128.97 - $141.41 $876,093 - $960,598	-6,793 Reduced 99.18%	56 $7,000

Q4 2024 Feb 05, 2025	BUY	$128.97 - $141.41 $7,222 - $7,918	56 New	56 $7,000

Others Institutions Holding VFMF

# of Institutions

Shares Held

1.56M

Call Options Held

Put Options Held

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About VANGUARD WELLINGTON FD US MULT

Ticker VFMF
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Halbert Hargrove Global Advisors, LLC Vanguard Wellington Fd Us Mult Transaction History