HARBOUR INVESTMENTS, INC.

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 810121 MADISON, WI

Position in VB

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$12,813,791

+$2,038,927 QoQ

Shares Held

42,273

+2.8% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#113

of 556 holders

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,813,791	42,273	+2.8%	Shares	Sole	2026-08-12
2026-03-31	$10,774,864	41,138	+71.0%	Shares	Sole	2026-05-15
2025-12-31	$6,204,987	24,055	+3.0%	Shares	Sole	2026-02-09
2025-09-30	$5,941,252	23,365	+21.7%	Shares	Sole	2025-11-12
2025-06-30	$4,550,016	19,200	+3.4%	Shares	Sole	2025-07-28
2025-03-31	$4,119,449	18,577	-0.1%	Shares	Sole	2025-05-08
2024-12-31	$4,470,169	18,604	+8.9%	Shares	Sole	2025-02-10
2024-09-30	$4,050,597	17,076	-2.4%	Shares	Sole	2024-11-04
2024-06-30	$3,815,045	17,497	+7.1%	Shares	Sole	2024-07-26
2024-03-31	$3,734,246	16,336	+9.8%	Shares	Sole	2024-07-22
2023-12-31	$3,172,857	14,873	-7.9%	Shares	Sole	2024-02-16
2023-09-30	$3,054,803	16,157	-3.6%	Shares	Sole	2023-11-15
2023-06-30	$3,334,191	16,764	+5.7%	Shares	Sole	2023-08-15
2023-03-31	$3,005,852	15,857	-7.2%	Shares	Sole	2023-05-15
2022-12-31	$3,135,046	17,081	-31.9%	Shares	Sole	2023-02-16
2022-09-30	$4,288,815	25,094	0.0%	Shares	Sole	2022-11-15
2022-06-30	$4,419,304	25,094	-1.1%	Shares	Sole	2022-08-15
2021-12-31	$5,737,263	25,385	-30.9%	Shares	Sole	2022-02-16
2021-09-30	$8,035,466	36,747	+0.5%	Shares	Sole	2021-11-15
2021-06-30	$8,236,236	36,560	+5.5%	Shares	Sole	2021-08-16
2021-03-31	$7,420,655	34,663	—	Shares	Sole	2021-08-17
No filing history on record for this holder in this stock.