Harbor Advisory Corp’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Harbor Advisory Corp’s Portfolio IVOO Stock Details IVOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.45M	Hold	49,445	–	–	1.73%	22
2026 Q1	$5.65M	Hold	49,445	–	–	1.7%	22
2025 Q4	$5.53M	Hold	49,445	–	–	1.67%	21
2025 Q3	$5.46M	Sell	49,445 -14	-0%	-$1.52K	1.61%	22
2025 Q2	$5.19M	Sell	49,459 -78	-0.2%	-$7.75K	1.65%	21
2025 Q1	$4.89M	Hold	49,537	–	–	1.64%	23
2024 Q4	$5.23M	Hold	49,537	–	–	1.72%	21
2024 Q3	$5.23M	Sell	49,537 -86	-0.2%	-$8.78K	1.71%	21
2024 Q2	$4.92M	Sell	49,623 -2,580	-5%	-$257K	1.7%	22
2024 Q1	$5.38M	Sell	52,203 -136	-0.3%	-$13K	1.83%	21
2023 Q4	$4.92M	Hold	52,339	–	–	1.76%	22
2023 Q3	$4.42M	Buy	52,339 +1,530	+3%	+$136K	1.6%	22
2023 Q2	$4.5M	Buy	50,809 +21	+0%	+$1.77K	1.59%	22
2023 Q1	$4.3M	Hold	50,788	–	–	1.64%	24
2022 Q4	$4.15M	Buy	50,788 +3,336	+7%	+$273K	1.7%	24
2022 Q3	$3.53M	Buy	47,452 +8,900	+23%	+$728K	1.62%	26
2022 Q2	$2.95M	Hold	38,552	–	–	1.29%	29
2022 Q1	$3.5M	Hold	38,552	–	–	1.41%	28
2021 Q4	$3.69M	Hold	38,552	–	–	1.5%	23
2021 Q3	$3.43M	Buy	38,552 +214	+0.6%	+$19.5K	1.49%	26
2021 Q2	$3.49M	Hold	38,338	–	–	1.57%	23
2021 Q1	$3.38M	Buy	38,338 +34,692	+952%	+$2.93M	1.34%	28
2020 Q4	$284K	Buy	+3,646	New	+$260K	0.15%	76

Other funds holding IVOO

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SILC

Starr Indemnity & Liability Company New York $377M AUM 24.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Harbor Advisory Corp's IVOO Position: Q2 2026 in Review

Harbor Advisory Corp held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q2 2026 at 49,445 shares worth $6.45M. The position accounts for 1.73% of the portfolio, ranked #22.

Harbor Advisory Corp first reported a position in IVOO in Q4 2020 and has held it in 23 quarters since. 344 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Harbor Advisory Corp held 49,445 shares of Vanguard S&P Mid-Cap 400 ETF worth $6.45M as of Q2 2026.
Harbor Advisory Corp left its Vanguard S&P Mid-Cap 400 ETF share count unchanged in Q2 2026.
Vanguard S&P Mid-Cap 400 ETF made up 1.73% of Harbor Advisory Corp's portfolio in Q2 2026, its #22 holding.
Harbor Advisory Corp first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2020 and has held it in 23 quarters since.
344 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Harbor Advisory Corp's 13F filing for Q2 2026, filed 13 Aug 2026.