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Harbour Investments’s Vanguard Growth ETF VUG Stock Holding History

Harbour Investments’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$53M Buy
728,010
+264,510
+57% +$20.6M 0.82% 20
2025
Q4 		$37.7M Buy
463,500
+36,534
+9% +$2.96M 0.76% 22
2025
Q3 		$34.1M Buy
426,966
+20,658
+5% +$1.58M 0.77% 23
2025
Q2 		$29.7M Sell
406,308
-4,134
-1% -$272K 0.75% 23
2025
Q1 		$25.4M Buy
410,442
+6,564
+2% +$443K 0.73% 24
2024
Q4 		$27.6M Buy
403,878
+27,114
+7% +$1.82M 0.79% 23
2024
Q3 		$24.1M Buy
376,764
+98,442
+35% +$6.1M 0.73% 24
2024
Q2 		$17.3M Buy
278,322
+25,722
+10% +$1.5M 0.59% 33
2024
Q1 		$14.5M Buy
252,600
+10,998
+5% +$605K 0.51% 32
2023
Q4 		$12.5M Buy
241,602
+9,378
+4% +$453K 0.52% 31
2023
Q3 		$10.5M Buy
232,224
+16,536
+8% +$781K 0.53% 29
2023
Q2 		$10.2M Buy
215,688
+34,542
+19% +$1.5M 0.5% 30
2023
Q1 		$7.53M Buy
181,146
+9,738
+6% +$379K 0.41% 40
2022
Q4 		$6.09M Sell
171,408
-33,552
-16% -$1.23M 0.37% 45
2022
Q3 		$7.61M Hold
204,960
– – 0.51% 34
2022
Q2 		$7.61M Buy
+204,960
New +$8.42M 0.51% 34
2021
Q4 		$13.4M Sell
250,260
-148,866
-37% -$7.76M 0.8% 24
2021
Q3 		$19.3M Sell
399,126
-2,274
-0.6% -$113K 0.62% 33
2021
Q2 		$19.2M Sell
401,400
-29,490
-7% -$1.34M 0.61% 33
2021
Q1 		$18.5M Buy
+430,890
New +$18.4M 0.66% 30

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Harbour Investments's VUG Position: Q1 2026 in Review

Harbour Investments increased its Vanguard Growth ETF (VUG) stake by 57% in Q1 2026, buying an estimated $20.6M and bringing the position to 728,010 shares worth $53M. The position accounts for 0.82% of the portfolio, ranked #20.

Harbour Investments first reported a position in VUG in Q1 2021 and has held it in 20 quarters since. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Harbour Investments held 728,010 shares of Vanguard Growth ETF worth $53M as of Q1 2026.
  • Harbour Investments bought 264,510 Vanguard Growth ETF shares in Q1 2026, an estimated $20.6M.
  • Vanguard Growth ETF made up 0.82% of Harbour Investments's portfolio in Q1 2026, its #20 holding.
  • Harbour Investments first reported a position in Vanguard Growth ETF in Q1 2021 and has held it in 20 quarters since.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

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