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Harbor Investment Advisory’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Harbor Investment Advisory’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.51M Sell
19,292
-1,202
-6% -$97.8K 0.1% 150
2026
Q2 		$1.65M Sell
20,494
-1,358
-6% -$105K 0.12% 142
2026
Q1 		$1.57M Sell
21,852
-1,976
-8% -$147K 0.12% 138
2025
Q4 		$1.73M Buy
23,828
+840
+4% +$61.1K 0.13% 123
2025
Q3 		$1.69M Buy
22,988
+6,208
+37% +$446K 0.14% 120
2025
Q2 		$1.17M Sell
16,780
-940
-5% -$61.7K 0.1% 152
2025
Q1 		$1.15M Sell
17,720
-7,760
-30% -$521K 0.11% 142
2024
Q4 		$1.68M Buy
25,480
+11,112
+77% +$754K 0.16% 104
2024
Q3 		$948K Buy
14,368
+4,176
+41% +$262K 0.09% 163
2024
Q2 		$617K Sell
10,192
-1,060
-9% -$64.4K 0.06% 205
2024
Q1 		$703K Sell
11,252
-540
-5% -$31.9K 0.07% 194
2023
Q4 		$686K Buy
11,792
+3,204
+37% +$171K 0.08% 188
2023
Q3 		$447K Hold
8,588
– – 0.06% 215
2023
Q2 		$473K Hold
8,588
– – 0.07% 227
2023
Q1 		$453K Sell
8,588
-700
-8% -$37.2K 0.07% 225
2022
Q4 		$473K Buy
9,288
+5,480
+144% +$279K 0.07% 203
2022
Q3 		$179K Buy
3,808
+8
+0.2% +$418 0.03% 353
2022
Q2 		$187K Buy
3,800
+2,072
+120% +$112K 0.03% 351
2022
Q1 		$103K Sell
1,728
-1,560
-47% -$91.5K 0.01% 531
2021
Q4 		$209K Sell
3,288
-404
-11% -$25.3K 0.03% 370
2021
Q3 		$219K Buy
3,692
+2,116
+134% +$128K 0.03% 352
2021
Q2 		$94K Hold
1,576
– – 0.01% 526
2021
Q1 		$87K Sell
1,576
-200
-11% -$10.9K 0.01% 516
2020
Q4 		$92K Hold
1,776
– – 0.01% 473
2020
Q3 		$78K Sell
1,776
-128
-7% -$5.58K 0.01% 416
2020
Q2 		$78K Sell
1,904
-320
-14% -$12.3K 0.02% 384
2020
Q1 		$73K Sell
2,224
-1,472
-40% -$61K 0.02% 356
2019
Q4 		$165K Buy
+3,696
New +$159K 0.04% 270

Other funds holding VO

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Harbor Investment Advisory's VO Position: Q3 2026 in Review

Harbor Investment Advisory reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 5.9% in Q3 2026, selling an estimated $97.8K and leaving 19,292 shares worth $1.51M. The position accounts for 0.1% of the portfolio, ranked #150.

Harbor Investment Advisory first reported a position in VO in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.73M in Q4 2025. 354 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Harbor Investment Advisory held 19,292 shares of Vanguard Morningstar Mid-Cap ETF worth $1.51M as of Q3 2026.
  • Harbor Investment Advisory sold 1,202 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $97.8K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.1% of Harbor Investment Advisory's portfolio in Q3 2026, its #150 holding.
  • Harbor Investment Advisory first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 28 quarters since.
  • Harbor Investment Advisory's Vanguard Morningstar Mid-Cap ETF position peaked at $1.73M in Q4 2025.
  • 354 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Harbor Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.