Harbor Asset Planning
VOT icon

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

Harbor Asset Planning’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$14.5K Hold
50
– – 0.01% 333
2026
Q2 		$15.2K Hold
50
– – 0.01% 325
2026
Q1 		$12.7K Sell
50
-28
-36% -$7.68K 0.01% 327
2025
Q4 		$22K Hold
78
– – 0.02% 283
2025
Q3 		$23K Hold
78
– – 0.02% 273
2025
Q2 		$22.3K Buy
+78
New +$20.1K 0.02% 268

Other funds holding VOT

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Busey Bank
Busey Bank Urbana, Illinois $4.17B AUM 25.7% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

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

Harbor Asset Planning held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q3 2026 at 50 shares worth $14.5K. The position accounts for 0.01% of the portfolio, ranked #333.

Harbor Asset Planning first reported a position in VOT in Q2 2025 and has held it in 6 quarters since. The position peaked at $23K in Q3 2025. 737 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

  • Harbor Asset Planning held 50 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $14.5K as of Q3 2026.
  • Harbor Asset Planning left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of Harbor Asset Planning's portfolio in Q3 2026, its #333 holding.
  • Harbor Asset Planning first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2025 and has held it in 6 quarters since.
  • Harbor Asset Planning's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $23K in Q3 2025.
  • 737 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

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