Harbor Asset Planning
VIS icon

Harbor Asset Planning’s Vanguard Industrials ETF VIS Stock Holding History

Harbor Asset Planning’s Portfolio VIS Stock Details VIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$27.2K Hold
85
– – 0.02% 286
2026
Q2 		$30.5K Buy
85
+1
+1% +$339 0.02% 274
2026
Q1 		$26.4K Hold
84
– – 0.02% 276
2025
Q4 		$25.1K Hold
84
– – 0.02% 272
2025
Q3 		$24.9K Hold
84
– – 0.02% 261
2025
Q2 		$23.5K Buy
+84
New +$21.7K 0.02% 259

Other funds holding VIS

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
KCM Investment Advisors
KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Harfst & Associates
Harfst & Associates Sheridan, Wyoming $667M AUM 13.29% 1-Year Est. Return
Capital Advantage
Capital Advantage Walnut Creek, California $834M AUM 15.59% 1-Year Est. Return
Cadent Capital Advisors
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Harbor Asset Planning's VIS Position: Q3 2026 in Review

Harbor Asset Planning held its Vanguard Industrials ETF (VIS) position steady in Q3 2026 at 85 shares worth $27.2K. The position accounts for 0.02% of the portfolio, ranked #286.

Harbor Asset Planning first reported a position in VIS in Q2 2025 and has held it in 6 quarters since. The position peaked at $30.5K in Q2 2026. 388 funds tracked by Wall St. Rank hold VIS as of Q3 2026.

  • Harbor Asset Planning held 85 shares of Vanguard Industrials ETF worth $27.2K as of Q3 2026.
  • Harbor Asset Planning left its Vanguard Industrials ETF share count unchanged in Q3 2026.
  • Vanguard Industrials ETF made up 0.02% of Harbor Asset Planning's portfolio in Q3 2026, its #286 holding.
  • Harbor Asset Planning first reported a position in Vanguard Industrials ETF in Q2 2025 and has held it in 6 quarters since.
  • Harbor Asset Planning's Vanguard Industrials ETF position peaked at $30.5K in Q2 2026.
  • 388 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.