Halbert Hargrove Global Advisors
VONE icon

Halbert Hargrove Global Advisors’s Vanguard Russell 1000 ETF VONE Stock Holding History

Halbert Hargrove Global Advisors’s Portfolio VONE Stock Details VONE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$10.3M Sell
29,845
-309
-1% -$106K 0.45% 17
2026
Q2 		$10.2M Sell
30,154
-752
-2% -$247K 0.44% 17
2026
Q1 		$9.12M Sell
30,906
-2,186
-7% -$674K 0.44% 17
2025
Q4 		$10.2M Sell
33,092
-2,641
-7% -$809K 0.49% 16
2025
Q3 		$10.8M Sell
35,733
-1,194
-3% -$348K 0.52% 16
2025
Q2 		$10.4M Buy
36,927
+2,679
+8% +$696K 0.54% 16
2025
Q1 		$8.69M Sell
34,248
-2,140
-6% -$573K 0.49% 15
2024
Q4 		$9.7M Sell
36,388
-5,245
-13% -$1.41M 0.54% 15
2024
Q3 		$10.8M Sell
41,633
-3,123
-7% -$782K 0.59% 15
2024
Q2 		$11M Sell
44,756
-4,028
-8% -$957K 0.64% 15
2024
Q1 		$11.6M Sell
48,784
-4,357
-8% -$988K 0.76% 16
2023
Q4 		$11.5M Sell
53,141
-2,655
-5% -$538K 0.79% 18
2023
Q3 		$10.9M Buy
55,796
+910
+2% +$184K 0.81% 17
2023
Q2 		$11.1M Sell
54,886
-636
-1% -$121K 0.81% 17
2023
Q1 		$10.3M Sell
55,522
-634
-1% -$115K 0.7% 20
2022
Q4 		$9.8M Buy
56,156
+25,307
+82% +$4.43M 0.7% 20
2022
Q3 		$5.04M Sell
30,849
-28,292
-48% -$5.13M 0.39% 26
2022
Q2 		$10.2M Buy
59,141
+29,403
+99% +$5.5M 0.75% 18
2022
Q1 		$6.16M Buy
29,738
+28,266
+1,920% +$5.77M 0.41% 23
2021
Q4 		$322K Buy
1,472
+9
+0.6% +$1.92K 0.02% 109
2021
Q3 		$293K Buy
1,463
+3
+0.2% +$617 0.02% 108
2021
Q2 		$292K Sell
1,460
-5
-0.3% -$975 0.02% 115
2021
Q1 		$271K Buy
1,465
+3
+0.2% +$543 0.02% 100
2020
Q4 		$256K Buy
+1,462
New +$242K 0.02% 93

Other funds holding VONE

Red Cedar Investment Management
Red Cedar Investment Management Grand Rapids, Michigan $1.04B AUM 20.48% 1-Year Est. Return
Jordan Park Group
Jordan Park Group San Francisco, California $2B AUM 16.09% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Flower City Capital
Flower City Capital Pittsford, New York $234M AUM 15.69% 1-Year Est. Return
Sherrill & Hutchins Financial Advisory
Sherrill & Hutchins Financial Advisory Atlanta, Georgia $207M AUM 7.48% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Aprio Wealth Management
Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

Halbert Hargrove Global Advisors's VONE Position: Q3 2026 in Review

Halbert Hargrove Global Advisors reduced its Vanguard Russell 1000 ETF (VONE) stake by 1% in Q3 2026, selling an estimated $106K and leaving 29,845 shares worth $10.3M. The position accounts for 0.45% of the portfolio, ranked #17.

Halbert Hargrove Global Advisors first reported a position in VONE in Q4 2020 and has held it in 24 quarters since. The position peaked at $11.6M in Q1 2024. 230 funds tracked by Wall St. Rank hold VONE as of Q3 2026.

  • Halbert Hargrove Global Advisors held 29,845 shares of Vanguard Russell 1000 ETF worth $10.3M as of Q3 2026.
  • Halbert Hargrove Global Advisors sold 309 Vanguard Russell 1000 ETF shares in Q3 2026, an estimated $106K.
  • Vanguard Russell 1000 ETF made up 0.45% of Halbert Hargrove Global Advisors's portfolio in Q3 2026, its #17 holding.
  • Halbert Hargrove Global Advisors first reported a position in Vanguard Russell 1000 ETF in Q4 2020 and has held it in 24 quarters since.
  • Halbert Hargrove Global Advisors's Vanguard Russell 1000 ETF position peaked at $11.6M in Q1 2024.
  • 230 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.