Harbour Capital Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Harbour Capital Advisors’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$215K	Hold	721	–	–	0.04%	291
2026 Q1	$205K	Buy	+721	New	+$195K	0.04%	275
2025 Q3	–	Sell	-1,154	Closed	-$279K	–	312
2025 Q2	$279K	Buy	+1,154	New	+$257K	0.06%	257
2025 Q1	–	Sell	-847	Closed	-$206K	–	302
2024 Q4	$206K	Hold	847	–	–	0.05%	264
2024 Q3	$200K	Buy	+847	New	+$192K	0.05%	271
2020 Q1	–	Sell	-1,271	Closed	-$211K	–	214
2019 Q4	$211K	Buy	+1,271	New	+$202K	0.08%	198
2018 Q3	–	Sell	-1,563	Closed	-$244K	–	237
2018 Q2	$244K	Hold	1,563	–	–	0.1%	204
2018 Q1	$230K	Buy	+1,563	New	+$233K	0.1%	223
2017 Q2	–	Sell	-123	Closed	-$16.4K	–	562
2017 Q1	$16.4K	Buy	+123	New	+$16.3K	0.01%	510

Other funds holding VB

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Harbour Capital Advisors's VB Position: Q2 2026 in Review

Harbour Capital Advisors held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 721 shares worth $215K. The position accounts for 0.04% of the portfolio, ranked #291.

Harbour Capital Advisors first reported a position in VB in Q1 2017 and has held it in 9 quarters since. The position peaked at $279K in Q2 2025. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Harbour Capital Advisors held 721 shares of Vanguard Morningstar Small-Cap ETF worth $215K as of Q2 2026.
Harbour Capital Advisors left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.04% of Harbour Capital Advisors's portfolio in Q2 2026, its #291 holding.
Harbour Capital Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2017 and has held it in 9 quarters since.
Harbour Capital Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $279K in Q2 2025.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Harbour Capital Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.