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Harbour Investments’s Vanguard Morningstar 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
Q2 		$9.66M Sell
48,891
-1,934
-4% -$374K 0.13% 145
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 $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Harbour Investments's VOE Position: Q2 2026 in Review

Harbour Investments reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 3.8% in Q2 2026, selling an estimated $374K and leaving 48,891 shares worth $9.66M. The position accounts for 0.13% of the portfolio, ranked #145.

Harbour Investments first reported a position in VOE in Q1 2021 and has held it in 21 quarters since. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Harbour Investments held 48,891 shares of Vanguard Morningstar Mid-Cap Value ETF worth $9.66M as of Q2 2026.
  • Harbour Investments sold 1,934 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $374K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.13% of Harbour Investments's portfolio in Q2 2026, its #145 holding.
  • Harbour Investments first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2021 and has held it in 21 quarters since.
  • 1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

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