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Harbor Asset Planning’s Vanguard 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
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

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 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
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

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

Harbor Asset Planning increased its Vanguard Mid-Cap ETF (VO) stake by 0.53% in Q2 2026, buying an estimated $543 and bringing the position to 1,327 shares worth $107K. The position accounts for 0.08% of the portfolio, ranked #142.

Harbor Asset Planning first reported a position in VO in Q2 2025 and has held it in 5 quarters since. 823 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Harbor Asset Planning held 1,327 shares of Vanguard Mid-Cap ETF worth $107K as of Q2 2026.
  • Harbor Asset Planning bought 7 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $543.
  • Vanguard Mid-Cap ETF made up 0.08% of Harbor Asset Planning's portfolio in Q2 2026, its #142 holding.
  • Harbor Asset Planning first reported a position in Vanguard Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 823 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

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