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Harbour Investments’s Vanguard Morningstar 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
Q2 		$66.2M Buy
768,216
+40,206
+6% +$3.38M 0.89% 15
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 $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Harbour Investments's VUG Position: Q2 2026 in Review

Harbour Investments increased its Vanguard Morningstar Growth ETF (VUG) stake by 5.5% in Q2 2026, buying an estimated $3.38M and bringing the position to 768,216 shares worth $66.2M. The position accounts for 0.89% of the portfolio, ranked #15.

Harbour Investments first reported a position in VUG in Q1 2021 and has held it in 21 quarters since. 2,889 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Harbour Investments held 768,216 shares of Vanguard Morningstar Growth ETF worth $66.2M as of Q2 2026.
  • Harbour Investments bought 40,206 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $3.38M.
  • Vanguard Morningstar Growth ETF made up 0.89% of Harbour Investments's portfolio in Q2 2026, its #15 holding.
  • Harbour Investments first reported a position in Vanguard Morningstar Growth ETF in Q1 2021 and has held it in 21 quarters since.
  • 2,889 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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