HG
VTI icon

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

Harbor Group’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
Q2 		$1.9M Buy
5,131
+14
+0.3% +$5.01K 0.22% 43
2026
Q1 		$1.64M Buy
5,117
+2,108
+70% +$707K 0.24% 41
2025
Q4 		$1.01M Sell
3,009
-131
-4% -$43.6K 0.15% 47
2025
Q3 		$1.03M Sell
3,140
-13
-0.4% -$4.11K 0.16% 46
2025
Q2 		$958K Buy
3,153
+211
+7% +$59.3K 0.17% 46
2025
Q1 		$809K Sell
2,942
-12
-0.4% -$3.49K 0.16% 40
2024
Q4 		$856K Sell
2,954
-80
-3% -$23.3K 0.19% 40
2024
Q3 		$859K Hold
3,034
– – 0.2% 38
2024
Q2 		$812K Buy
3,034
+28
+0.9% +$7.25K 0.21% 40
2024
Q1 		$781K Buy
3,006
+180
+6% +$44.5K 0.21% 36
2023
Q4 		$670K Buy
2,826
+475
+20% +$105K 0.19% 37
2023
Q3 		$499K Hold
2,351
– – 0.28% 33
2023
Q2 		$518K Buy
2,351
+825
+54% +$172K 0.29% 32
2023
Q1 		$311K Sell
1,526
-232
-13% -$46.4K 0.19% 47
2022
Q4 		$336K Buy
+1,758
New +$339K 0.22% 39

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Harbor Group's VTI Position: Q2 2026 in Review

Harbor Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.27% in Q2 2026, buying an estimated $5.01K and bringing the position to 5,131 shares worth $1.9M. The position accounts for 0.22% of the portfolio, ranked #43.

Harbor Group first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. 3,676 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Harbor Group held 5,131 shares of Vanguard Morningstar Total Stock Market ETF worth $1.9M as of Q2 2026.
  • Harbor Group bought 14 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $5.01K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.22% of Harbor Group's portfolio in Q2 2026, its #43 holding.
  • Harbor Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 3,676 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Harbor Group's 13F filing for Q2 2026, filed 22 Jul 2026.