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

Harbor Investment Advisory’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.4M Buy
30,695
+809
+3% +$233K 0.66% 27
2026
Q1 		$7.69M Buy
29,886
+4,931
+20% +$1.35M 0.61% 30
2025
Q4 		$6.97M Buy
24,955
+2,379
+11% +$681K 0.52% 35
2025
Q3 		$6.63M Buy
22,576
+2,523
+13% +$728K 0.55% 33
2025
Q2 		$5.7M Sell
20,053
-322
-2% -$83K 0.51% 36
2025
Q1 		$4.98M Buy
20,375
+191
+0.9% +$49.7K 0.48% 39
2024
Q4 		$5.12M Buy
20,184
+731
+4% +$188K 0.48% 38
2024
Q3 		$4.74M Buy
19,453
+28
+0.1% +$6.52K 0.47% 40
2024
Q2 		$4.46M Sell
19,425
-315
-2% -$72.2K 0.47% 39
2024
Q1 		$4.65M Sell
19,740
-119
-0.6% -$26.7K 0.49% 37
2023
Q4 		$4.36M Buy
19,859
+3,575
+22% +$715K 0.5% 36
2023
Q3 		$3.17M Sell
16,284
-1,243
-7% -$254K 0.42% 46
2023
Q2 		$3.61M Buy
17,527
+158
+0.9% +$30.6K 0.5% 37
2023
Q1 		$3.39M Buy
17,369
+1,112
+7% +$213K 0.51% 44
2022
Q4 		$2.92M Buy
16,257
+147
+0.9% +$26.6K 0.46% 52
2022
Q3 		$2.75M Buy
16,110
+2,422
+18% +$458K 0.45% 50
2022
Q2 		$2.4M Sell
13,688
-92
-0.7% -$17.8K 0.38% 54
2022
Q1 		$3.07M Buy
13,780
+975
+8% +$215K 0.41% 52
2021
Q4 		$3.26M Buy
12,805
+1,722
+16% +$434K 0.41% 47
2021
Q3 		$2.62M Buy
11,083
+272
+3% +$65.9K 0.35% 57
2021
Q2 		$2.56M Buy
10,811
+395
+4% +$88.6K 0.35% 62
2021
Q1 		$2.23M Sell
10,416
-1,304
-11% -$283K 0.34% 65
2020
Q4 		$2.48M Buy
11,720
+338
+3% +$66.6K 0.4% 56
2020
Q3 		$2.05M Buy
11,382
+136
+1% +$24K 0.39% 60
2020
Q2 		$1.86M Buy
11,246
+869
+8% +$131K 0.39% 60
2020
Q1 		$1.31M Buy
10,377
+2,602
+33% +$395K 0.35% 64
2019
Q4 		$1.24M Buy
+7,775
New +$1.19M 0.28% 80

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Harbor Investment Advisory increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 2.7% in Q2 2026, buying an estimated $233K and bringing the position to 30,695 shares worth $9.4M. The position accounts for 0.66% of the portfolio, ranked #27.

Harbor Investment Advisory first reported a position in VOT in Q4 2019 and has held it in 27 quarters since. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Harbor Investment Advisory held 30,695 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $9.4M as of Q2 2026.
  • Harbor Investment Advisory bought 809 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $233K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.66% of Harbor Investment Advisory's portfolio in Q2 2026, its #27 holding.
  • Harbor Investment Advisory first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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