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

Harbour Investments’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 		$12.8M Buy
42,273
+1,135
+3% +$325K 0.17% 112
2026
Q1 		$10.8M Buy
41,138
+17,083
+71% +$4.62M 0.17% 114
2025
Q4 		$6.21M Buy
24,055
+690
+3% +$177K 0.13% 145
2025
Q3 		$5.94M Buy
23,365
+4,165
+22% +$1.03M 0.13% 131
2025
Q2 		$4.55M Buy
19,200
+623
+3% +$139K 0.12% 162
2025
Q1 		$4.12M Sell
18,577
-27
-0.1% -$6.45K 0.12% 158
2024
Q4 		$4.47M Buy
18,604
+1,528
+9% +$376K 0.13% 137
2024
Q3 		$4.05M Sell
17,076
-421
-2% -$95.7K 0.12% 144
2024
Q2 		$3.82M Buy
17,497
+1,161
+7% +$255K 0.13% 143
2024
Q1 		$3.73M Buy
16,336
+1,463
+10% +$315K 0.13% 146
2023
Q4 		$3.17M Sell
14,873
-1,284
-8% -$247K 0.13% 143
2023
Q3 		$3.05M Sell
16,157
-607
-4% -$121K 0.15% 136
2023
Q2 		$3.33M Buy
16,764
+907
+6% +$171K 0.17% 121
2023
Q1 		$3.01M Sell
15,857
-1,224
-7% -$237K 0.16% 115
2022
Q4 		$3.13M Sell
17,081
-8,013
-32% -$1.49M 0.19% 101
2022
Q3 		$4.42M Hold
25,094
– – 0.3% 55
2022
Q2 		$4.42M Buy
+25,094
New +$4.85M 0.3% 55
2021
Q4 		$5.74M Sell
25,385
-11,362
-31% -$2.58M 0.34% 52
2021
Q3 		$8.04M Buy
36,747
+187
+0.5% +$41.6K 0.26% 70
2021
Q2 		$8.24M Buy
36,560
+1,897
+5% +$420K 0.26% 71
2021
Q1 		$7.42M Buy
+34,663
New +$7.3M 0.27% 71

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Harbour Investments's VB Position: Q2 2026 in Review

Harbour Investments increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.8% in Q2 2026, buying an estimated $325K and bringing the position to 42,273 shares worth $12.8M. The position accounts for 0.17% of the portfolio, ranked #112.

Harbour Investments first reported a position in VB in Q1 2021 and has held it in 21 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Harbour Investments held 42,273 shares of Vanguard Morningstar Small-Cap ETF worth $12.8M as of Q2 2026.
  • Harbour Investments bought 1,135 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $325K.
  • Vanguard Morningstar Small-Cap ETF made up 0.17% of Harbour Investments's portfolio in Q2 2026, its #112 holding.
  • Harbour Investments first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2021 and has held it in 21 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.