Halbert Hargrove Global Advisors
VOO icon

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
Q3 		$679K Sell
969
-2
-0.2% -$1.4K 0.03% 61
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

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

Halbert Hargrove Global Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 0.21% in Q3 2026, selling an estimated $1.4K and leaving 969 shares worth $679K. The position accounts for 0.03% of the portfolio, ranked #61.

Halbert Hargrove Global Advisors first reported a position in VOO in Q1 2021 and has held it in 17 quarters since. The position peaked at $856K in Q1 2025. 2,914 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Halbert Hargrove Global Advisors held 969 shares of Vanguard S&P 500 ETF worth $679K as of Q3 2026.
  • Halbert Hargrove Global Advisors sold 2 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $1.4K.
  • Vanguard S&P 500 ETF made up 0.03% of Halbert Hargrove Global Advisors's portfolio in Q3 2026, its #61 holding.
  • Halbert Hargrove Global Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2021 and has held it in 17 quarters since.
  • Halbert Hargrove Global Advisors's Vanguard S&P 500 ETF position peaked at $856K in Q1 2025.
  • 2,914 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

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