Harbor Asset Planning, Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2077050
BELMONT, MA
Position in VB
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$351,232
+$6,358 QoQ
Shares Held
1,341
+0.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $351,232 | 1,341 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $344,874 | 1,337 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $364,124 | 1,432 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $338,401 | 1,428 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||