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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$172K	Buy	1,344 +1,274	+1,820%	+$158K	0.01%	118
2026 Q1	$7.71K	Hold	70	–	–	﹤0.01%	300
2025 Q4	$8.56K	Hold	70	–	–	﹤0.01%	304
2025 Q3	$8.47K	Hold	70	–	–	﹤0.01%	346
2025 Q2	$7.67K	Hold	70	–	–	﹤0.01%	243
2025 Q1	$6.52K	Hold	70	–	–	﹤0.01%	286
2024 Q4	$7.26K	Buy	+70	New	+$7.09K	﹤0.01%	244

Other funds holding VONG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Halbert Hargrove Global Advisors increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 1,820% in Q2 2026, buying an estimated $158K and bringing the position to 1,344 shares worth $172K. The position accounts for 0.01% of the portfolio, ranked #118.

Halbert Hargrove Global Advisors first reported a position in VONG in Q4 2024 and has held it in 7 quarters since. 950 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

Halbert Hargrove Global Advisors held 1,344 shares of Vanguard Russell 1000 Growth ETF worth $172K as of Q2 2026.
Halbert Hargrove Global Advisors bought 1,274 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $158K.
Vanguard Russell 1000 Growth ETF made up 0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #118 holding.
Halbert Hargrove Global Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
950 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

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