HI
VOT icon

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

Harbour Investments’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.63M Buy
15,129
+315
+2% +$90.9K 0.06% 281
2026
Q1 		$3.81M Buy
14,814
+4,834
+48% +$1.33M 0.06% 302
2025
Q4 		$2.79M Buy
9,980
+1,169
+13% +$335K 0.06% 312
2025
Q3 		$2.59M Buy
8,811
+150
+2% +$43.3K 0.06% 282
2025
Q2 		$2.46M Buy
8,661
+1,090
+14% +$281K 0.06% 282
2025
Q1 		$1.85M Buy
7,571
+459
+6% +$119K 0.05% 315
2024
Q4 		$1.8M Buy
7,112
+903
+15% +$232K 0.05% 314
2024
Q3 		$1.51M Sell
6,209
-52
-0.8% -$12.1K 0.05% 344
2024
Q2 		$1.44M Buy
6,261
+52
+0.8% +$11.9K 0.05% 329
2024
Q1 		$1.46M Buy
6,209
+778
+14% +$174K 0.05% 324
2023
Q4 		$1.19M Buy
5,431
+407
+8% +$81.4K 0.05% 320
2023
Q3 		$979K Buy
5,024
+157
+3% +$32.1K 0.05% 334
2023
Q2 		$1M Buy
4,867
+241
+5% +$46.7K 0.05% 344
2023
Q1 		$902K Buy
4,626
+506
+12% +$96.9K 0.05% 340
2022
Q4 		$741K Buy
4,120
+253
+7% +$45.8K 0.05% 366
2022
Q3 		$678K Hold
3,867
– – 0.05% 360
2022
Q2 		$678K Buy
+3,867
New +$749K 0.05% 360
2021
Q4 		$1.02M Sell
3,993
-23,954
-86% -$6.04M 0.06% 298
2021
Q3 		$6.6M Buy
27,947
+13,633
+95% +$3.3M 0.21% 89
2021
Q2 		$3.38M Buy
14,314
+4,173
+41% +$936K 0.11% 178
2021
Q1 		$2.18M Buy
+10,141
New +$2.2M 0.08% 235

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
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
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Harbour Investments's VOT Position: Q2 2026 in Review

Harbour Investments increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 2.1% in Q2 2026, buying an estimated $90.9K and bringing the position to 15,129 shares worth $4.63M. The position accounts for 0.06% of the portfolio, ranked #281.

Harbour Investments first reported a position in VOT in Q1 2021 and has held it in 21 quarters since. The position peaked at $6.6M in Q3 2021. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Harbour Investments held 15,129 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $4.63M as of Q2 2026.
  • Harbour Investments bought 315 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $90.9K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.06% of Harbour Investments's portfolio in Q2 2026, its #281 holding.
  • Harbour Investments first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $6.6M in Q3 2021.
  • 1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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