Harbor Asset Planning’s Vanguard Small-Cap ETF VB Stock Holding History

Harbor Asset Planning’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$408K	Buy	1,345 +4	+0.3%	+$1.15K	0.31%	65
2026 Q1	$351K	Buy	1,341 +4	+0.3%	+$1.08K	0.3%	70
2025 Q4	$345K	Sell	1,337 -95	-7%	-$24.3K	0.3%	67
2025 Q3	$364K	Buy	1,432 +4	+0.3%	+$992	0.33%	64
2025 Q2	$338K	Buy	+1,428	New	+$319K	0.32%	64

Other funds holding VB

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

GCM

Gibraltar Capital Management Tulsa, Oklahoma $650M AUM 24.75% 1-Year Est. Return

CFFP

Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Harbor Asset Planning's VB Position: Q2 2026 in Review

Harbor Asset Planning increased its Vanguard Small-Cap ETF (VB) stake by 0.3% in Q2 2026, buying an estimated $1.15K and bringing the position to 1,345 shares worth $408K. The position accounts for 0.31% of the portfolio, ranked #65.

Harbor Asset Planning first reported a position in VB in Q2 2025 and has held it in 5 quarters since. 794 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Harbor Asset Planning held 1,345 shares of Vanguard Small-Cap ETF worth $408K as of Q2 2026.
Harbor Asset Planning bought 4 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $1.15K.
Vanguard Small-Cap ETF made up 0.31% of Harbor Asset Planning's portfolio in Q2 2026, its #65 holding.
Harbor Asset Planning first reported a position in Vanguard Small-Cap ETF in Q2 2025 and has held it in 5 quarters since.
794 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.