Harbour Investments’s Vanguard 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 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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return