Harbor Investment Advisory’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$17.6M	Buy	47,452 +1,528	+3%	+$546K	1.22%	10
2026 Q1	$14.7M	Buy	45,924 +138	+0.3%	+$46.3K	1.16%	11
2025 Q4	$15.4M	Buy	45,786 +908	+2%	+$302K	1.15%	13
2025 Q3	$14.7M	Sell	44,878 -226	-0.5%	-$71.4K	1.22%	11
2025 Q2	$13.7M	Sell	45,104 -2,288	-5%	-$644K	1.22%	10
2025 Q1	$13M	Buy	47,392 +1,852	+4%	+$538K	1.27%	11
2024 Q4	$13.2M	Buy	45,540 +1,273	+3%	+$371K	1.23%	11
2024 Q3	$12.5M	Sell	44,267 -1,073	-2%	-$293K	1.24%	10
2024 Q2	$12.1M	Buy	45,340 +4,002	+10%	+$1.04M	1.27%	9
2024 Q1	$10.7M	Buy	41,338 +1,528	+4%	+$378K	1.12%	12
2023 Q4	$9.44M	Buy	39,810 +3,130	+9%	+$692K	1.09%	13
2023 Q3	$7.79M	Sell	36,680 -118	-0.3%	-$26.1K	1.02%	13
2023 Q2	$8.11M	Buy	36,798 +18,417	+100%	+$3.84M	1.13%	13
2023 Q1	$3.75M	Sell	18,381 -2,737	-13%	-$548K	0.56%	35
2022 Q4	$4.04M	Buy	21,118 +92	+0.4%	+$17.7K	0.63%	34
2022 Q3	$3.77M	Buy	21,026 +2,524	+14%	+$503K	0.62%	31
2022 Q2	$3.49M	Sell	18,502 -214	-1%	-$44K	0.56%	33
2022 Q1	$4.26M	Buy	18,716 +134	+0.7%	+$30.1K	0.56%	33
2021 Q4	$4.49M	Buy	18,582 +3,752	+25%	+$886K	0.57%	35
2021 Q3	$3.29M	Buy	14,830 +918	+7%	+$209K	0.45%	46
2021 Q2	$3.1M	Buy	13,912 +940	+7%	+$204K	0.42%	47
2021 Q1	$2.68M	Buy	12,972 +1,154	+10%	+$234K	0.4%	57
2020 Q4	$2.3M	Sell	11,818 -184	-2%	-$33.6K	0.37%	62
2020 Q3	$2.04M	Sell	12,002 -287	-2%	-$48.3K	0.39%	61
2020 Q2	$1.92M	Sell	12,289 -896	-7%	-$132K	0.41%	59
2020 Q1	$1.7M	Sell	13,185 -299	-2%	-$46.2K	0.46%	54
2019 Q4	$2.21M	Buy	+13,484	New	+$2.11M	0.51%	51

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Harbor Investment Advisory increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.3% in Q2 2026, buying an estimated $546K and bringing the position to 47,452 shares worth $17.6M. The position accounts for 1.22% of the portfolio, ranked #10.

Harbor Investment Advisory first reported a position in VTI in Q4 2019 and has held it in 27 quarters since. 3,692 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Harbor Investment Advisory held 47,452 shares of Vanguard Morningstar Total Stock Market ETF worth $17.6M as of Q2 2026.
Harbor Investment Advisory bought 1,528 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $546K.
Vanguard Morningstar Total Stock Market ETF made up 1.22% of Harbor Investment Advisory's portfolio in Q2 2026, its #10 holding.
Harbor Investment Advisory first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 27 quarters since.
3,692 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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