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

Harbor Asset Planning’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.85M Buy
6,119
+7
+0.1% +$2.2K 1.56% 18
2025
Q4 		$1.85M Sell
6,112
-410
-6% -$124K 1.58% 18
2025
Q3 		$1.94M Sell
6,522
-82
-1% -$23.7K 1.74% 16
2025
Q2 		$1.83M Buy
+6,604
New +$1.7M 1.75% 17

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Harbor Asset Planning increased its Vanguard Small-Cap Growth ETF (VBK) stake by 0.11% in Q1 2026, buying an estimated $2.2K and bringing the position to 6,119 shares worth $1.85M. The position accounts for 1.56% of the portfolio, ranked #18.

Harbor Asset Planning first reported a position in VBK in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.94M in Q3 2025. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

  • Harbor Asset Planning held 6,119 shares of Vanguard Small-Cap Growth ETF worth $1.85M as of Q1 2026.
  • Harbor Asset Planning bought 7 Vanguard Small-Cap Growth ETF shares in Q1 2026, an estimated $2.2K.
  • Vanguard Small-Cap Growth ETF made up 1.56% of Harbor Asset Planning's portfolio in Q1 2026, its #18 holding.
  • Harbor Asset Planning first reported a position in Vanguard Small-Cap Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • Harbor Asset Planning's Vanguard Small-Cap Growth ETF position peaked at $1.94M in Q3 2025.
  • 1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

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