VO VANGUARD MID-CAP ETF

Ownership history in HARBOR ADVISORY CORP /MA/  ·  33 quarters on record

AI Ownership Summary

HARBOR ADVISORY CORP /MA/ reported VANGUARD MID-CAP ETF (VO) in 33 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.09% in 2025 Q4. The latest visible filing shows VO at 3.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HARBOR ADVISORY CORP /MA/'s position in VANGUARD MID-CAP ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VO was reported at 3.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.09% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How HARBOR ADVISORY CORP /MA/ held VO — position size vs. price
% of Fund (quarterly)    VO price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 35,147 +1,488 +4.4% 3.09% $10.2M 2026-02-14 (Est.) $301.01
2025 Q3 ADDED 33,659 +1,155 +3.6% 2.92% $9.9M 2025-11-12 $289.89
2025 Q2 ADDED 32,504 +1,185 +3.8% 2.90% $9.1M 2025-08-12 $282.62
2025 Q1 ADDED 31,319 +1,423 +4.8% 2.72% $8.1M 2025-05-13 $266.24
2024 Q4 ADDED 29,896 +4,246 +16.6% 2.59% $7.9M 2025-01-29 $268.99
2024 Q3 ADDED 25,650 +272 +1.1% 2.21% $6.8M 2024-10-21 $262.16
2024 Q2 ADDED 25,378 +97 +0.4% 2.12% $6.1M 2024-07-25 $239.52
2024 Q1 ADDED 25,281 +50 +0.2% 2.15% $6.3M 2024-04-29 $234.45
2023 Q4 REDUCED 25,231 -178 -0.7% 2.10% $5.9M 2024-02-05 $221.94
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About HARBOR ADVISORY CORP /MA/ and VO

These are the practical questions this page is built to answer before you even open the full history table.

How long has HARBOR ADVISORY CORP /MA/ reported owning VO?

HARBOR ADVISORY CORP /MA/ reported VO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VO position in HARBOR ADVISORY CORP /MA/'s portfolio?

The largest reported portfolio weight for VO was 3.09% in 2025 Q4.

What is the latest reported VO position on this page?

The most recent filing on this page is 2025 Q4, when HARBOR ADVISORY CORP /MA/ reported 35,147 shares, equal to 3.09% of portfolio, with an estimated market value of $10.2M.

What does the chart on this VO ownership page compare?

The chart compares HARBOR ADVISORY CORP /MA/'s quarterly VO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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