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Halbert Hargrove Global Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Halbert Hargrove Global Advisors’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$667K Buy
971
+73
+8% +$48.7K 0.03% 58
2026
Q1 		$537K Sell
898
-128
-12% -$80.1K 0.03% 61
2025
Q4 		$644K Sell
1,026
-2
-0.2% -$1.24K 0.03% 57
2025
Q3 		$630K Buy
1,028
+155
+18% +$91.4K 0.03% 63
2025
Q2 		$496K Sell
873
-793
-48% -$417K 0.03% 57
2025
Q1 		$856K Buy
1,666
+820
+97% +$443K 0.05% 49
2024
Q4 		$456K Sell
846
-328
-28% -$178K 0.03% 61
2024
Q3 		$620K Buy
1,174
+724
+161% +$368K 0.03% 57
2024
Q2 		$225K Buy
450
+8
+2% +$3.85K 0.01% 85
2024
Q1 		$213K Sell
442
-92
-17% -$42.1K 0.01% 93
2023
Q4 		$233K Buy
+534
New +$219K 0.02% 88
2022
Q2 		– Sell
-546
Closed -$227K – 175
2022
Q1 		$227K Sell
546
-169
-24% -$69.2K 0.02% 149
2021
Q4 		$312K Buy
715
+2
+0.3% +$844 0.02% 111
2021
Q3 		$281K Buy
713
+1
+0.1% +$406 0.02% 113
2021
Q2 		$280K Buy
712
+94
+15% +$36.1K 0.02% 117
2021
Q1 		$225K Buy
+618
New +$219K 0.02% 117

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
CFFP
Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Halbert Hargrove Global Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 8.1% in Q2 2026, buying an estimated $48.7K and bringing the position to 971 shares worth $667K. The position accounts for 0.03% of the portfolio, ranked #58.

Halbert Hargrove Global Advisors first reported a position in VOO in Q1 2021 and has held it in 16 quarters since. The position peaked at $856K in Q1 2025. 1,026 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Halbert Hargrove Global Advisors held 971 shares of Vanguard S&P 500 ETF worth $667K as of Q2 2026.
  • Halbert Hargrove Global Advisors bought 73 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $48.7K.
  • Vanguard S&P 500 ETF made up 0.03% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #58 holding.
  • Halbert Hargrove Global Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2021 and has held it in 16 quarters since.
  • Halbert Hargrove Global Advisors's Vanguard S&P 500 ETF position peaked at $856K in Q1 2025.
  • 1,026 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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