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Harbour Trust & Investment Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Harbour Trust & Investment Management’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$848K Hold
2,292
– – 0.08% 93
2026
Q1 		$735K Hold
2,292
– – 0.08% 98
2025
Q4 		$768K Sell
2,292
-30
-1% -$9.98K 0.08% 98
2025
Q3 		$762K Hold
2,322
– – 0.08% 100
2025
Q2 		$706K Hold
2,322
– – 0.08% 98
2025
Q1 		$638K Sell
2,322
-30
-1% -$8.72K 0.08% 103
2024
Q4 		$682K Hold
2,352
– – 0.08% 101
2024
Q3 		$666K Hold
2,352
– – 0.08% 106
2024
Q2 		$629K Sell
2,352
-110
-4% -$28.5K 0.08% 105
2024
Q1 		$640K Sell
2,462
-50
-2% -$12.4K 0.08% 109
2023
Q4 		$596K Buy
+2,512
New +$555K 0.08% 107

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Harbour Trust & Investment Management's VTI Position: Q2 2026 in Review

Harbour Trust & Investment Management held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 2,292 shares worth $848K. The position accounts for 0.08% of the portfolio, ranked #93.

Harbour Trust & Investment Management first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 1,987 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Harbour Trust & Investment Management held 2,292 shares of Vanguard Morningstar Total Stock Market ETF worth $848K as of Q2 2026.
  • Harbour Trust & Investment Management left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.08% of Harbour Trust & Investment Management's portfolio in Q2 2026, its #93 holding.
  • Harbour Trust & Investment Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,987 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Harbour Trust & Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.