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Harbor Investment Advisory’s Vanguard S&P 500 ETF VOO Stock Holding History

Harbor Investment Advisory’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.1M Buy
21,966
+448
+2% +$299K 1.05% 15
2026
Q1 		$12.9M Buy
21,518
+180
+0.8% +$113K 1.01% 17
2025
Q4 		$13.4M Buy
21,338
+1,512
+8% +$940K 1% 16
2025
Q3 		$12.1M Sell
19,826
-770
-4% -$454K 1% 16
2025
Q2 		$11.7M Buy
20,596
+984
+5% +$517K 1.04% 16
2025
Q1 		$10.1M Buy
19,612
+62
+0.3% +$33.5K 0.98% 16
2024
Q4 		$10.5M Buy
19,550
+740
+4% +$401K 0.98% 16
2024
Q3 		$9.93M Buy
18,810
+336
+2% +$171K 0.98% 16
2024
Q2 		$9.24M Sell
18,474
-52
-0.3% -$25K 0.96% 18
2024
Q1 		$8.91M Buy
18,526
+179
+1% +$81.9K 0.93% 16
2023
Q4 		$8.01M Buy
18,347
+4,376
+31% +$1.79M 0.92% 17
2023
Q3 		$5.49M Sell
13,971
-270
-2% -$110K 0.72% 21
2023
Q2 		$5.8M Buy
14,241
+1,686
+13% +$650K 0.81% 20
2023
Q1 		$4.72M Hold
12,555
– – 0.71% 28
2022
Q4 		$4.41M Buy
12,555
+256
+2% +$90.4K 0.69% 28
2022
Q3 		$4.04M Buy
12,299
+7,753
+171% +$2.83M 0.67% 29
2022
Q2 		$1.58M Sell
4,546
-20
-0.4% -$7.53K 0.25% 85
2022
Q1 		$1.9M Buy
4,566
+180
+4% +$73.7K 0.25% 81
2021
Q4 		$1.92M Buy
4,386
+35
+0.8% +$14.8K 0.24% 79
2021
Q3 		$1.72M Hold
4,351
– – 0.23% 83
2021
Q2 		$1.71M Hold
4,351
– – 0.23% 83
2021
Q1 		$1.58M Buy
4,351
+221
+5% +$78.4K 0.24% 84
2020
Q4 		$1.42M Hold
4,130
– – 0.23% 91
2020
Q3 		$1.27M Buy
4,130
+1,531
+59% +$466K 0.24% 84
2020
Q2 		$737K Sell
2,599
-50
-2% -$13.5K 0.16% 115
2020
Q1 		$627K Buy
2,649
+50
+2% +$14K 0.17% 112
2019
Q4 		$769K Buy
+2,599
New +$735K 0.18% 114

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Harbor Investment Advisory increased its Vanguard S&P 500 ETF (VOO) stake by 2.1% in Q2 2026, buying an estimated $299K and bringing the position to 21,966 shares worth $15.1M. The position accounts for 1.05% of the portfolio, ranked #15.

Harbor Investment Advisory first reported a position in VOO in Q4 2019 and has held it in 27 quarters since. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Harbor Investment Advisory held 21,966 shares of Vanguard S&P 500 ETF worth $15.1M as of Q2 2026.
  • Harbor Investment Advisory bought 448 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $299K.
  • Vanguard S&P 500 ETF made up 1.05% of Harbor Investment Advisory's portfolio in Q2 2026, its #15 holding.
  • Harbor Investment Advisory first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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