Harbor Asset Planning
VUG icon

Harbor Asset Planning’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Harbor Asset Planning’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.31M Sell
14,573
-168
-1% -$14.7K 0.98% 33
2026
Q2 		$1.27M Sell
14,741
-721
-5% -$60.7K 0.95% 34
2026
Q1 		$1.13M Sell
15,462
-198
-1% -$15.4K 0.95% 32
2025
Q4 		$1.27M Sell
15,660
-18
-0.1% -$1.46K 1.09% 25
2025
Q3 		$1.25M Buy
15,678
+744
+5% +$56.9K 1.12% 23
2025
Q2 		$1.09M Buy
+14,934
New +$983K 1.04% 27

Other funds holding VUG

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Waldron Private Wealth
Waldron Private Wealth Bridgeville, Pennsylvania $2.88B AUM 16.03% 1-Year Est. Return

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

Harbor Asset Planning reduced its Vanguard Morningstar Growth ETF (VUG) stake by 1.1% in Q3 2026, selling an estimated $14.7K and leaving 14,573 shares worth $1.31M. The position accounts for 0.98% of the portfolio, ranked #33.

Harbor Asset Planning first reported a position in VUG in Q2 2025 and has held it in 6 quarters since. 1,530 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Harbor Asset Planning held 14,573 shares of Vanguard Morningstar Growth ETF worth $1.31M as of Q3 2026.
  • Harbor Asset Planning sold 168 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $14.7K.
  • Vanguard Morningstar Growth ETF made up 0.98% of Harbor Asset Planning's portfolio in Q3 2026, its #33 holding.
  • Harbor Asset Planning first reported a position in Vanguard Morningstar Growth ETF in Q2 2025 and has held it in 6 quarters since.
  • 1,530 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

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