Harbor Investment Advisory’s Vanguard Russell 2000 ETF VTWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-32	Closed	-$3.19K	–	1365
2025 Q4	$3.19K	Hold	32	–	–	﹤0.01%	1099
2025 Q3	$3.13K	Hold	32	–	–	﹤0.01%	1062
2025 Q2	$2.79K	Hold	32	–	–	﹤0.01%	1061
2025 Q1	$2.58K	Hold	32	–	–	﹤0.01%	1057
2024 Q4	$2.86K	Buy	32 +25	+357%	+$2.31K	﹤0.01%	1025
2024 Q3	$626	Hold	7	–	–	﹤0.01%	1113
2024 Q2	$574	Hold	7	–	–	﹤0.01%	1127
2024 Q1	$595	Buy	7 +3	+75%	+$242	﹤0.01%	1254
2023 Q4	$324	Hold	4	–	–	﹤0.01%	1118
2023 Q3	$286	Hold	4	–	–	﹤0.01%	1143
2023 Q2	$302	Hold	4	–	–	﹤0.01%	1299
2023 Q1	$288	Hold	4	–	–	﹤0.01%	1296
2022 Q4	$281	Sell	4 -1	-20%	-$72	﹤0.01%	1299
2022 Q3	$0	Sell	5 -2	-29%	-$147	﹤0.01%	1406
2022 Q2	$0	Sell	7 -1	-13%	-$74	﹤0.01%	1420
2022 Q1	$1K	Buy	8 +1	+14%	+$82	﹤0.01%	1318
2021 Q4	$1K	Buy	7 +1	+17%	+$91	﹤0.01%	1286
2021 Q3	$1K	Buy	+6	New	+$537	﹤0.01%	1289

Other funds holding VTWO

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

NIM

NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Harbor Investment Advisory's VTWO Position: Q1 2026 in Review

Harbor Investment Advisory sold out of Vanguard Russell 2000 ETF (VTWO) in Q1 2026, closing a stake of 32 shares — an estimated $3.19K sold.

Harbor Investment Advisory first reported a position in VTWO in Q3 2021 and held it in 18 quarters. The position peaked at $3.19K in Q4 2025. 683 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

Harbor Investment Advisory reported no remaining Vanguard Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
Harbor Investment Advisory sold 32 Vanguard Russell 2000 ETF shares in Q1 2026, an estimated $3.19K.
Harbor Investment Advisory first reported a position in Vanguard Russell 2000 ETF in Q3 2021 and held it in 18 quarters.
Harbor Investment Advisory's Vanguard Russell 2000 ETF position peaked at $3.19K in Q4 2025.
683 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

Based on Harbor Investment Advisory's 13F filing for Q1 2026, filed 23 Apr 2026.