Harbor Asset Planning
VO icon

Harbor Asset Planning’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Harbor Asset Planning’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$104K Buy
1,332
+5
+0.4% +$407 0.08% 146
2026
Q2 		$107K Buy
1,327
+7
+0.5% +$543 0.08% 142
2026
Q1 		$95K Hold
1,320
– – 0.08% 141
2025
Q4 		$95.6K Buy
1,320
+12
+0.9% +$873 0.08% 141
2025
Q3 		$96.1K Buy
1,308
+4
+0.3% +$287 0.09% 140
2025
Q2 		$91.2K Buy
+1,304
New +$85.6K 0.09% 141

Other funds holding VO

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

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

Harbor Asset Planning increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.38% in Q3 2026, buying an estimated $407 and bringing the position to 1,332 shares worth $104K. The position accounts for 0.08% of the portfolio, ranked #146.

Harbor Asset Planning first reported a position in VO in Q2 2025 and has held it in 6 quarters since. The position peaked at $107K in Q2 2026. 1,651 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Harbor Asset Planning held 1,332 shares of Vanguard Morningstar Mid-Cap ETF worth $104K as of Q3 2026.
  • Harbor Asset Planning bought 5 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $407.
  • Vanguard Morningstar Mid-Cap ETF made up 0.08% of Harbor Asset Planning's portfolio in Q3 2026, its #146 holding.
  • Harbor Asset Planning first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2025 and has held it in 6 quarters since.
  • Harbor Asset Planning's Vanguard Morningstar Mid-Cap ETF position peaked at $107K in Q2 2026.
  • 1,651 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

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