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Harbor Investment Advisory’s Vanguard Small-Cap ETF VB Stock Holding History

Harbor Investment Advisory’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$868K Hold
2,862
– – 0.06% 230
2026
Q1 		$750K Sell
2,862
-494
-15% -$134K 0.06% 234
2025
Q4 		$866K Buy
3,356
+370
+12% +$94.8K 0.07% 213
2025
Q3 		$759K Sell
2,986
-108
-3% -$26.8K 0.06% 220
2025
Q2 		$733K Sell
3,094
-1,341
-30% -$299K 0.07% 211
2025
Q1 		$983K Buy
4,435
+175
+4% +$41.8K 0.1% 158
2024
Q4 		$1.02M Sell
4,260
-119
-3% -$29.3K 0.1% 149
2024
Q3 		$1.04M Buy
4,379
+149
+4% +$33.9K 0.1% 154
2024
Q2 		$922K Buy
4,230
+283
+7% +$62.1K 0.1% 158
2024
Q1 		$902K Buy
3,947
+286
+8% +$61.5K 0.09% 165
2023
Q4 		$781K Buy
3,661
+94
+3% +$18.1K 0.09% 168
2023
Q3 		$674K Buy
3,567
+169
+5% +$33.7K 0.09% 169
2023
Q2 		$676K Sell
3,398
-746
-18% -$141K 0.09% 178
2023
Q1 		$786K Sell
4,144
-316
-7% -$61.3K 0.12% 162
2022
Q4 		$819K Buy
4,460
+565
+15% +$105K 0.13% 151
2022
Q3 		$666K Buy
3,895
+5
+0.1% +$944 0.11% 164
2022
Q2 		$685K Buy
3,890
+464
+14% +$89.6K 0.11% 166
2022
Q1 		$728K Buy
3,426
+259
+8% +$54.5K 0.1% 173
2021
Q4 		$716K Sell
3,167
-6
-0.2% -$1.36K 0.09% 179
2021
Q3 		$694K Buy
3,173
+843
+36% +$187K 0.09% 180
2021
Q2 		$525K Buy
2,330
+58
+3% +$12.9K 0.07% 224
2021
Q1 		$486K Sell
2,272
-8
-0.4% -$1.69K 0.07% 211
2020
Q4 		$444K Buy
2,280
+426
+23% +$75.2K 0.07% 202
2020
Q3 		$285K Buy
1,854
+88
+5% +$13.5K 0.05% 224
2020
Q2 		$257K Buy
1,766
+3
+0.2% +$403 0.05% 229
2020
Q1 		$204K Buy
1,763
+74
+4% +$11.1K 0.05% 231
2019
Q4 		$280K Buy
+1,689
New +$269K 0.06% 209

Other funds holding VB

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Harbor Investment Advisory's VB Position: Q2 2026 in Review

Harbor Investment Advisory held its Vanguard Small-Cap ETF (VB) position steady in Q2 2026 at 2,862 shares worth $868K. The position accounts for 0.06% of the portfolio, ranked #230.

Harbor Investment Advisory first reported a position in VB in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.04M in Q3 2024. 1,018 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Harbor Investment Advisory held 2,862 shares of Vanguard Small-Cap ETF worth $868K as of Q2 2026.
  • Harbor Investment Advisory left its Vanguard Small-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Small-Cap ETF made up 0.06% of Harbor Investment Advisory's portfolio in Q2 2026, its #230 holding.
  • Harbor Investment Advisory first reported a position in Vanguard Small-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • Harbor Investment Advisory's Vanguard Small-Cap ETF position peaked at $1.04M in Q3 2024.
  • 1,018 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.