HTIM
VUG icon

Harbour Trust & Investment Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Harbour Trust & Investment Management’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 		$232K Buy
+2,688
New +$226K 0.02% 148
2026
Q1 		– Sell
-2,610
Closed -$212K – 162
2025
Q4 		$212K Sell
2,610
-270
-9% -$21.9K 0.02% 147
2025
Q3 		$230K Hold
2,880
– – 0.02% 146
2025
Q2 		$210K Buy
+2,880
New +$190K 0.02% 149

Other funds holding VUG

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Harbour Trust & Investment Management opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2026: 2,688 shares worth $232K. The stake represents 0.02% of the portfolio and ranks #148 among its holdings. This is a return to the name: Harbour Trust & Investment Management previously reported a position in VUG as recently as Q4 2025.

Harbour Trust & Investment Management first reported a position in VUG in Q2 2025 and has held it in 4 quarters since. 1,525 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Harbour Trust & Investment Management held 2,688 shares of Vanguard Morningstar Growth ETF worth $232K as of Q2 2026.
  • Vanguard Morningstar Growth ETF was a new Harbour Trust & Investment Management position in Q2 2026.
  • Vanguard Morningstar Growth ETF made up 0.02% of Harbour Trust & Investment Management's portfolio in Q2 2026, its #148 holding.
  • Harbour Trust & Investment Management first reported a position in Vanguard Morningstar Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,525 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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