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Harbour Investments’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Harbour Investments’s Portfolio VOE Stock Details VOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.37M Buy
50,825
+19,503
+62% +$3.64M 0.14% 134
2025
Q4 		$5.56M Buy
31,322
+951
+3% +$166K 0.11% 171
2025
Q3 		$5.3M Sell
30,371
-4,875
-14% -$829K 0.12% 157
2025
Q2 		$5.8M Buy
35,246
+2,169
+7% +$343K 0.15% 123
2025
Q1 		$5.31M Buy
33,077
+1,877
+6% +$307K 0.15% 117
2024
Q4 		$5.05M Buy
31,200
+6,178
+25% +$1.04M 0.14% 120
2024
Q3 		$4.2M Buy
25,022
+2,286
+10% +$363K 0.13% 138
2024
Q2 		$3.42M Buy
22,736
+191
+0.8% +$29K 0.12% 165
2024
Q1 		$3.52M Buy
22,545
+3,891
+21% +$571K 0.12% 157
2023
Q4 		$2.71M Buy
18,654
+2,021
+12% +$271K 0.11% 175
2023
Q3 		$2.18M Buy
16,633
+1,160
+7% +$161K 0.11% 178
2023
Q2 		$2.14M Buy
15,473
+2,338
+18% +$312K 0.11% 186
2023
Q1 		$1.76M Buy
13,135
+787
+6% +$109K 0.1% 204
2022
Q4 		$1.67M Sell
12,348
-1,067
-8% -$143K 0.1% 198
2022
Q3 		$1.74M Hold
13,415
– – 0.12% 169
2022
Q2 		$1.74M Buy
+13,415
New +$1.9M 0.12% 169
2021
Q4 		$2.55M Sell
16,981
-25,831
-60% -$3.79M 0.15% 134
2021
Q3 		$5.98M Sell
42,812
-14,996
-26% -$2.13M 0.19% 96
2021
Q2 		$8.12M Buy
57,808
+2,373
+4% +$335K 0.26% 73
2021
Q1 		$7.48M Buy
+55,435
New +$7.1M 0.27% 69

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Harbour Investments's VOE Position: Q1 2026 in Review

Harbour Investments increased its Vanguard Mid-Cap Value ETF (VOE) stake by 62% in Q1 2026, buying an estimated $3.64M and bringing the position to 50,825 shares worth $9.37M. The position accounts for 0.14% of the portfolio, ranked #134.

Harbour Investments first reported a position in VOE in Q1 2021 and has held it in 20 quarters since. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

  • Harbour Investments held 50,825 shares of Vanguard Mid-Cap Value ETF worth $9.37M as of Q1 2026.
  • Harbour Investments bought 19,503 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $3.64M.
  • Vanguard Mid-Cap Value ETF made up 0.14% of Harbour Investments's portfolio in Q1 2026, its #134 holding.
  • Harbour Investments first reported a position in Vanguard Mid-Cap Value ETF in Q1 2021 and has held it in 20 quarters since.
  • 1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.