HAP
VBK icon

Harbor Asset Planning’s Vanguard Morningstar 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
Q2 		$2.24M Buy
6,124
+5
+0.1% +$1.7K 1.68% 15
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Harbor Asset Planning increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.08% in Q2 2026, buying an estimated $1.7K and bringing the position to 6,124 shares worth $2.24M. The position accounts for 1.68% of the portfolio, ranked #15.

Harbor Asset Planning first reported a position in VBK in Q2 2025 and has held it in 5 quarters since. 1,279 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Harbor Asset Planning held 6,124 shares of Vanguard Morningstar Small-Cap Growth ETF worth $2.24M as of Q2 2026.
  • Harbor Asset Planning bought 5 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $1.7K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 1.68% of Harbor Asset Planning's portfolio in Q2 2026, its #15 holding.
  • Harbor Asset Planning first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,279 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

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