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Harbour Investments’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Harbour Investments’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.5M Sell
230,052
-9,800
-4% -$760K 0.25% 76
2026
Q1 		$17.2M Buy
239,852
+80,724
+51% +$6M 0.27% 74
2025
Q4 		$11.5M Sell
159,128
-2,236
-1% -$163K 0.23% 80
2025
Q3 		$11.8M Buy
161,364
+53,020
+49% +$3.81M 0.27% 68
2025
Q2 		$7.58M Buy
108,344
+9,656
+10% +$634K 0.19% 100
2025
Q1 		$6.38M Buy
98,688
+6,216
+7% +$417K 0.18% 106
2024
Q4 		$6.11M Buy
92,472
+4,196
+5% +$285K 0.18% 106
2024
Q3 		$5.82M Buy
88,276
+16,640
+23% +$1.04M 0.18% 105
2024
Q2 		$4.34M Buy
71,636
+4,024
+6% +$245K 0.15% 116
2024
Q1 		$4.22M Buy
67,612
+120
+0.2% +$7.09K 0.15% 127
2023
Q4 		$3.93M Sell
67,492
-3,376
-5% -$180K 0.16% 116
2023
Q3 		$3.69M Buy
70,868
+8,800
+14% +$483K 0.19% 109
2023
Q2 		$3.42M Sell
62,068
-2,864
-4% -$150K 0.17% 118
2023
Q1 		$3.42M Sell
64,932
-4,296
-6% -$229K 0.19% 99
2022
Q4 		$3.53M Sell
69,228
-20,856
-23% -$1.06M 0.22% 82
2022
Q3 		$4.44M Hold
90,084
– – 0.3% 54
2022
Q2 		$4.44M Buy
+90,084
New +$4.87M 0.3% 54
2021
Q4 		$5.71M Sell
89,580
-44,472
-33% -$2.79M 0.34% 53
2021
Q3 		$7.93M Buy
134,052
+5,676
+4% +$343K 0.25% 73
2021
Q2 		$7.62M Buy
128,376
+9,288
+8% +$538K 0.24% 76
2021
Q1 		$6.59M Buy
+119,088
New +$6.46M 0.24% 81

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Harbour Investments's VO Position: Q2 2026 in Review

Harbour Investments reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4.1% in Q2 2026, selling an estimated $760K and leaving 230,052 shares worth $18.5M. The position accounts for 0.25% of the portfolio, ranked #76.

Harbour Investments first reported a position in VO in Q1 2021 and has held it in 21 quarters since. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Harbour Investments held 230,052 shares of Vanguard Morningstar Mid-Cap ETF worth $18.5M as of Q2 2026.
  • Harbour Investments sold 9,800 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $760K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.25% of Harbour Investments's portfolio in Q2 2026, its #76 holding.
  • Harbour Investments first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2021 and has held it in 21 quarters since.
  • 2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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