Harbor Asset Planning
VTI icon

Harbor Asset Planning’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Harbor Asset Planning’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.93M Buy
15,842
+3
+0% +$1.12K 4.44% 2
2026
Q2 		$5.86M Buy
15,839
+9
+0.1% +$3.22K 4.4% 1
2026
Q1 		$5.08M Buy
15,830
+6
+0% +$2.01K 4.27% 1
2025
Q4 		$5.31M Sell
15,824
-70
-0.4% -$23.3K 4.53% 2
2025
Q3 		$5.22M Buy
15,894
+4
+0% +$1.26K 4.67% 1
2025
Q2 		$4.83M Buy
+15,890
New +$4.47M 4.61% 1

Other funds holding VTI

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Narodna banka Slovenska
Narodna banka Slovenska Bratislava $3.39B AUM
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

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

Harbor Asset Planning increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.02% in Q3 2026, buying an estimated $1.12K and bringing the position to 15,842 shares worth $5.93M. The position accounts for 4.44% of the portfolio, ranked #2.

Harbor Asset Planning first reported a position in VTI in Q2 2025 and has held it in 6 quarters since. 2,527 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Harbor Asset Planning held 15,842 shares of Vanguard Morningstar Total Stock Market ETF worth $5.93M as of Q3 2026.
  • Harbor Asset Planning bought 3 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $1.12K.
  • Vanguard Morningstar Total Stock Market ETF made up 4.44% of Harbor Asset Planning's portfolio in Q3 2026, its #2 holding.
  • Harbor Asset Planning first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2025 and has held it in 6 quarters since.
  • 2,527 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

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