Harbor Asset Planning
VOOG icon

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

Harbor Asset Planning’s Portfolio VOOG Stock Details VOOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$85.6K Buy
1,001
+476
+91% +$39.7K 0.06% 157
2026
Q2 		$43.4K Buy
525
+3
+0.6% +$238 0.03% 231
2026
Q1 		$35.6K Hold
522
– – 0.03% 240
2025
Q4 		$38.8K Buy
+522
New +$38.4K 0.03% 220

Other funds holding VOOG

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Arista Wealth Management
Arista Wealth Management Las Vegas, Nevada $935M AUM 16.74% 1-Year Est. Return
Joel Isaacson & Co
Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return
Shakespeare Wealth Management
Shakespeare Wealth Management Pewaukee, Wisconsin $517M AUM 13.11% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
SMI Advisory Services
SMI Advisory Services Columbus, Indiana $627M AUM 20.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Petredis Investment Advisors
Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

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

Harbor Asset Planning increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 91% in Q3 2026, buying an estimated $39.7K and bringing the position to 1,001 shares worth $85.6K. The position accounts for 0.06% of the portfolio, ranked #157.

Harbor Asset Planning first reported a position in VOOG in Q4 2025 and has held it in 4 quarters since. 535 funds tracked by Wall St. Rank hold VOOG as of Q3 2026.

  • Harbor Asset Planning held 1,001 shares of Vanguard S&P 500 Growth ETF worth $85.6K as of Q3 2026.
  • Harbor Asset Planning bought 476 Vanguard S&P 500 Growth ETF shares in Q3 2026, an estimated $39.7K.
  • Vanguard S&P 500 Growth ETF made up 0.06% of Harbor Asset Planning's portfolio in Q3 2026, its #157 holding.
  • Harbor Asset Planning first reported a position in Vanguard S&P 500 Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • 535 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q3 2026.

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