HAP
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Harbor Asset Planning’s Vanguard 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
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

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Harbor Asset Planning's VTI Position: Q1 2026 in Review

Harbor Asset Planning increased its Vanguard Total Stock Market ETF (VTI) stake by 0.04% in Q1 2026, buying an estimated $2.01K and bringing the position to 15,830 shares worth $5.08M. The position accounts for 4.27% of the portfolio, ranked #1.

Harbor Asset Planning first reported a position in VTI in Q2 2025 and has held it in 4 quarters since. The position peaked at $5.31M in Q4 2025. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Harbor Asset Planning held 15,830 shares of Vanguard Total Stock Market ETF worth $5.08M as of Q1 2026.
  • Harbor Asset Planning bought 6 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $2.01K.
  • Vanguard Total Stock Market ETF made up 4.27% of Harbor Asset Planning's portfolio in Q1 2026, its #1 holding.
  • Harbor Asset Planning first reported a position in Vanguard Total Stock Market ETF in Q2 2025 and has held it in 4 quarters since.
  • Harbor Asset Planning's Vanguard Total Stock Market ETF position peaked at $5.31M in Q4 2025.
  • 3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Harbor Asset Planning's 13F filing for Q1 2026, filed 22 Apr 2026.