Harbor Investment Advisory’s Vanguard Total World Stock ETF VT Stock Holding History

Harbor Investment Advisory’s Portfolio VT Stock Details VT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$15K	Hold	95	–	–	﹤0.01%	1044
2026 Q2	$14.9K	Buy	95 +3	+3%	+$458	﹤0.01%	999
2026 Q1	$12.7K	Buy	+92	New	+$13.2K	﹤0.01%	870
2022 Q1	–	Sell	-930	Closed	-$100K	–	1402
2021 Q4	$100K	Buy	+930	New	+$98.8K	0.01%	537

Other funds holding VT

GWM

GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return

PAM

PartnerRe Asset Management Greenwich, Connecticut $162M AUM 1.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

PPF

Pacific Park Financial Lagina Hills, California $169M AUM 11.63% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Financial Symmetry Raleigh, North Carolina $313M AUM 16.11% 1-Year Est. Return

ANBOT

American National Bank of Texas Richardson, Texas $109M AUM 11.13% 1-Year Est. Return

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

Harbor Investment Advisory held its Vanguard Total World Stock ETF (VT) position steady in Q3 2026 at 95 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #1044.

Harbor Investment Advisory first reported a position in VT in Q4 2021 and has held it in 4 quarters since. The position peaked at $100K in Q4 2021. 103 funds tracked by Wall St. Rank hold VT as of Q3 2026.

Harbor Investment Advisory held 95 shares of Vanguard Total World Stock ETF worth $15K as of Q3 2026.
Harbor Investment Advisory left its Vanguard Total World Stock ETF share count unchanged in Q3 2026.
Vanguard Total World Stock ETF made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q3 2026, its #1044 holding.
Harbor Investment Advisory first reported a position in Vanguard Total World Stock ETF in Q4 2021 and has held it in 4 quarters since.
Harbor Investment Advisory's Vanguard Total World Stock ETF position peaked at $100K in Q4 2021.
103 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

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