HHGA
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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
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 		$9.71M 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 		$9.79M 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

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FCC
Flower City Capital Pittsford, New York $227M AUM 23.31% 1-Year Est. Return
SHFA
Sherrill & Hutchins Financial Advisory Atlanta, Georgia $209M AUM 15.48% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
CWM
Cherrydale Wealth Management Hoboken, New Jersey $382M AUM 25.14% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
SIA
Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Halbert Hargrove Global Advisors reduced its Vanguard Russell 1000 ETF (VONE) stake by 2.4% in Q2 2026, selling an estimated $247K and leaving 30,154 shares worth $10.2M. The position accounts for 0.44% of the portfolio, ranked #17.

Halbert Hargrove Global Advisors first reported a position in VONE in Q4 2020 and has held it in 23 quarters since. The position peaked at $11.6M in Q1 2024. 162 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

  • Halbert Hargrove Global Advisors held 30,154 shares of Vanguard Russell 1000 ETF worth $10.2M as of Q2 2026.
  • Halbert Hargrove Global Advisors sold 752 Vanguard Russell 1000 ETF shares in Q2 2026, an estimated $247K.
  • Vanguard Russell 1000 ETF made up 0.44% of Halbert Hargrove Global Advisors's portfolio in Q2 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 23 quarters since.
  • Halbert Hargrove Global Advisors's Vanguard Russell 1000 ETF position peaked at $11.6M in Q1 2024.
  • 162 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

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