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

Harbor Asset Planning’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 Q1	$8.92K	Hold	78	–	–	0.01%	347
2025 Q4	$8.72K	Hold	78	–	–	0.01%	344
2025 Q3	$8.61K	Hold	78	–	–	0.01%	329
2025 Q2	$8.19K	Buy	+78	New	+$7.75K	0.01%	329

Other funds holding IVOO

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SILC

Starr Indemnity & Liability Company New York $394M AUM 37.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Harbor Asset Planning's IVOO Position: Q1 2026 in Review

Harbor Asset Planning held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q1 2026 at 78 shares worth $8.92K. The position accounts for 0.01% of the portfolio, ranked #347.

Harbor Asset Planning first reported a position in IVOO in Q2 2025 and has held it in 4 quarters since. 299 funds tracked by Wall St. Rank hold IVOO as of Q1 2026.

Harbor Asset Planning held 78 shares of Vanguard S&P Mid-Cap 400 ETF worth $8.92K as of Q1 2026.
Harbor Asset Planning left its Vanguard S&P Mid-Cap 400 ETF share count unchanged in Q1 2026.
Vanguard S&P Mid-Cap 400 ETF made up 0.01% of Harbor Asset Planning's portfolio in Q1 2026, its #347 holding.
Harbor Asset Planning first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q2 2025 and has held it in 4 quarters since.
299 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2026.

Based on Harbor Asset Planning's 13F filing for Q1 2026, filed 22 Apr 2026.