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Harbor Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Harbor Group’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
Q2 		$2.49M Sell
28,889
-55
-0.2% -$4.63K 0.29% 36
2026
Q1 		$2.11M Buy
28,944
+6,798
+31% +$529K 0.3% 37
2025
Q4 		$1.8M Sell
22,146
-384
-2% -$31.2K 0.27% 37
2025
Q3 		$1.8M Sell
22,530
-48
-0.2% -$3.67K 0.29% 35
2025
Q2 		$1.65M Buy
22,578
+2,226
+11% +$147K 0.29% 31
2025
Q1 		$1.26M Sell
20,352
-396
-2% -$26.7K 0.25% 32
2024
Q4 		$1.42M Sell
20,748
-72
-0.3% -$4.84K 0.32% 32
2024
Q3 		$1.33M Sell
20,820
-24
-0.1% -$1.49K 0.31% 31
2024
Q2 		$1.3M Sell
20,844
-804
-4% -$46.9K 0.33% 31
2024
Q1 		$1.24M Sell
21,648
-1,974
-8% -$109K 0.33% 27
2023
Q4 		$1.22M Sell
23,622
-216
-0.9% -$10.4K 0.35% 27
2023
Q3 		$1.08M Buy
23,838
+18
+0.1% +$850 0.61% 16
2023
Q2 		$1.12M Buy
23,820
+1,554
+7% +$67.4K 0.62% 16
2023
Q1 		$926K Buy
22,266
+18
+0.1% +$700 0.55% 18
2022
Q4 		$790K Sell
22,248
-486
-2% -$17.9K 0.51% 20
2022
Q3 		$811K Sell
22,734
-30
-0.1% -$1.21K 0.59% 22
2022
Q2 		$846K Sell
22,764
-1,098
-5% -$45.1K 0.62% 18
2022
Q1 		$1.14M Sell
23,862
-972
-4% -$46K 0.72% 16
2021
Q4 		$1.33M Sell
24,834
-852
-3% -$44.4K 0.79% 16
2021
Q3 		$1.24M Sell
25,686
-4,398
-15% -$219K 0.8% 17
2021
Q2 		$1.44M Sell
30,084
-978
-3% -$44.4K 0.95% 14
2021
Q1 		$1.41M Sell
31,062
-294
-0.9% -$12.6K 0.96% 14
2020
Q4 		$1.33M Buy
+31,356
New +$1.25M 0.99% 13

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Harbor Group's VUG Position: Q2 2026 in Review

Harbor Group reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.19% in Q2 2026, selling an estimated $4.63K and leaving 28,889 shares worth $2.49M. The position accounts for 0.29% of the portfolio, ranked #36.

Harbor Group first reported a position in VUG in Q4 2020 and has held it in 23 quarters since. 2,885 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Harbor Group held 28,889 shares of Vanguard Morningstar Growth ETF worth $2.49M as of Q2 2026.
  • Harbor Group sold 55 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $4.63K.
  • Vanguard Morningstar Growth ETF made up 0.29% of Harbor Group's portfolio in Q2 2026, its #36 holding.
  • Harbor Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,885 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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