Harbor Asset Planning
VOO icon

Harbor Asset Planning’s Vanguard S&P 500 ETF VOO Stock Holding History

Harbor Asset Planning’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$69.6K Hold
99
– – 0.05% 186
2026
Q2 		$68.1K Buy
99
+1
+1% +$667 0.05% 190
2026
Q1 		$59K Hold
98
– – 0.05% 194
2025
Q4 		$61.8K Hold
98
– – 0.05% 176
2025
Q3 		$60K Buy
98
+1
+1% +$589 0.05% 174
2025
Q2 		$55.5K Buy
+97
New +$51K 0.05% 171

Other funds holding VOO

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
E-L Financial Corp
E-L Financial Corp Toronto, Ontario, Canada $1.24B AUM 14.45% 1-Year Est. Return

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

Harbor Asset Planning held its Vanguard S&P 500 ETF (VOO) position steady in Q3 2026 at 99 shares worth $69.6K. The position accounts for 0.05% of the portfolio, ranked #186.

Harbor Asset Planning first reported a position in VOO in Q2 2025 and has held it in 6 quarters since. 2,643 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Harbor Asset Planning held 99 shares of Vanguard S&P 500 ETF worth $69.6K as of Q3 2026.
  • Harbor Asset Planning left its Vanguard S&P 500 ETF share count unchanged in Q3 2026.
  • Vanguard S&P 500 ETF made up 0.05% of Harbor Asset Planning's portfolio in Q3 2026, its #186 holding.
  • Harbor Asset Planning first reported a position in Vanguard S&P 500 ETF in Q2 2025 and has held it in 6 quarters since.
  • 2,643 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

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