Halbert Hargrove Global Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$124K	Sell	1,038 -2	-0.2%	-$219	0.01%	139
2026 Q1	$90.5K	Sell	1,040 -56	-5%	-$5.16K	﹤0.01%	150
2025 Q4	$103K	Buy	1,096 +64	+6%	+$6.08K	﹤0.01%	137
2025 Q3	$96.1K	Hold	1,032	–	–	﹤0.01%	147
2025 Q2	$85.4K	Sell	1,032 -336	-25%	-$24.4K	﹤0.01%	119
2025 Q1	$92.9K	Buy	1,368 +248	+22%	+$18.7K	0.01%	120
2024 Q4	$87.2K	Buy	+1,120	New	+$86K	﹤0.01%	118
2023 Q4	–	Sell	-4,768	Closed	-$247K	–	109
2023 Q3	$247K	Sell	4,768 -920	-16%	-$50K	0.02%	80
2023 Q2	$314K	Sell	5,688 -312	-5%	-$15.7K	0.02%	69
2023 Q1	$289K	Buy	6,000 +8	+0.1%	+$354	0.02%	116
2022 Q4	$239K	Buy	5,992 +24	+0.4%	+$979	0.02%	137
2022 Q3	$229K	Hold	5,968	–	–	0.02%	132
2022 Q2	$244K	Buy	+5,968	New	+$269K	0.02%	133

Other funds holding VGT

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Halbert Hargrove Global Advisors reduced its Vanguard Information Technology ETF (VGT) stake by 0.19% in Q2 2026, selling an estimated $219 and leaving 1,038 shares worth $124K. The position accounts for 0.01% of the portfolio, ranked #139.

Halbert Hargrove Global Advisors first reported a position in VGT in Q2 2022 and has held it in 13 quarters since. The position peaked at $314K in Q2 2023. 2,184 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Halbert Hargrove Global Advisors held 1,038 shares of Vanguard Information Technology ETF worth $124K as of Q2 2026.
Halbert Hargrove Global Advisors sold 2 Vanguard Information Technology ETF shares in Q2 2026, an estimated $219.
Vanguard Information Technology ETF made up 0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #139 holding.
Halbert Hargrove Global Advisors first reported a position in Vanguard Information Technology ETF in Q2 2022 and has held it in 13 quarters since.
Halbert Hargrove Global Advisors's Vanguard Information Technology ETF position peaked at $314K in Q2 2023.
2,184 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

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