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

Harbor Asset Planning’s Portfolio VOE Stock Details VOE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$65.1K	Buy	330 +2	+0.6%	+$387	0.05%	196
2026 Q1	$60.4K	Buy	328 +3	+0.9%	+$560	0.05%	191
2025 Q4	$57.8K	Buy	325 +3	+0.9%	+$525	0.05%	181
2025 Q3	$56.3K	Buy	322 +1	+0.3%	+$170	0.05%	178
2025 Q2	$52.8K	Buy	+321	New	+$50.8K	0.05%	176

Other funds holding VOE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Harbor Asset Planning increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.61% in Q2 2026, buying an estimated $387 and bringing the position to 330 shares worth $65.1K. The position accounts for 0.05% of the portfolio, ranked #196.

Harbor Asset Planning first reported a position in VOE in Q2 2025 and has held it in 5 quarters since. 1,244 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Harbor Asset Planning held 330 shares of Vanguard Morningstar Mid-Cap Value ETF worth $65.1K as of Q2 2026.
Harbor Asset Planning bought 2 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $387.
Vanguard Morningstar Mid-Cap Value ETF made up 0.05% of Harbor Asset Planning's portfolio in Q2 2026, its #196 holding.
Harbor Asset Planning first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
1,244 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

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