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

Harbour Capital Advisors’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$292K Buy
1,207
+20
+2% +$4.65K 0.05% 255
2026
Q1 		$275K Hold
1,187
– – 0.05% 246
2025
Q4 		$255K Hold
1,187
– – 0.05% 239
2025
Q3 		$248K Hold
1,187
– – 0.05% 258
2025
Q2 		$238K Sell
1,187
-50
-4% -$9.26K 0.05% 272
2025
Q1 		$219K Hold
1,237
– – 0.05% 259
2024
Q4 		$247K Hold
1,237
– – 0.06% 255
2024
Q3 		$246K Hold
1,237
– – 0.06% 256
2024
Q2 		$223K Hold
1,237
– – 0.05% 258
2024
Q1 		$232K Hold
1,237
– – 0.06% 258
2023
Q4 		$217K Buy
+1,237
New +$202K 0.06% 250
2023
Q3 		– Sell
-1,237
Closed -$206K – 284
2023
Q2 		$206K Sell
1,237
-75
-6% -$11.8K 0.06% 243
2023
Q1 		$208K Sell
1,312
-10
-0.8% -$1.66K 0.06% 244
2022
Q4 		$209K Buy
+1,322
New +$210K 0.07% 221
2022
Q3 		– Sell
-1,447
Closed -$217K – 237
2022
Q2 		$217K Sell
1,447
-40
-3% -$6.56K 0.07% 201
2022
Q1 		$262K Hold
1,487
– – 0.07% 197
2021
Q4 		$266K Hold
1,487
– – 0.07% 208
2021
Q3 		$252K Hold
1,487
– – 0.07% 213
2021
Q2 		$258K Hold
1,487
– – 0.07% 205
2021
Q1 		$246K Buy
+1,487
New +$234K 0.07% 197
2019
Q3 		– Sell
-1,717
Closed -$224K – 214
2019
Q2 		$224K Sell
1,717
-193
-10% -$25.1K 0.1% 192
2019
Q1 		$246K Sell
1,910
-157
-8% -$20K 0.11% 180
2018
Q4 		$236K Buy
+2,067
New +$262K 0.12% 182
2018
Q3 		– Sell
-1,838
Closed -$250K – 239
2018
Q2 		$250K Hold
1,838
– – 0.11% 199
2018
Q1 		$238K Buy
+1,838
New +$244K 0.1% 217
2017
Q2 		– Sell
-30
Closed -$3.69K – 563
2017
Q1 		$3.69K Buy
+30
New +$3.69K ﹤0.01% 625

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Harbour Capital Advisors increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 1.7% in Q2 2026, buying an estimated $4.65K and bringing the position to 1,207 shares worth $292K. The position accounts for 0.05% of the portfolio, ranked #255.

Harbour Capital Advisors first reported a position in VBR in Q1 2017 and has held it in 26 quarters since. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Harbour Capital Advisors held 1,207 shares of Vanguard Morningstar Small-Cap Value ETF worth $292K as of Q2 2026.
  • Harbour Capital Advisors bought 20 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $4.65K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.05% of Harbour Capital Advisors's portfolio in Q2 2026, its #255 holding.
  • Harbour Capital Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2017 and has held it in 26 quarters since.
  • 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

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