Safe Harbor Family Capital, LLC historic quarter change: USA ETF, Reduced
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, Safe Harbor Family Capital, LLC opened 3 positions, added to 20, reduced 5 and sold out of 1.
- Q2 2026: Stock VTI; Country of operation —; Class TOTAL STK MKT; Shares before 95,896.
- Q2 2026: Stock VYM; Country of operation —; Class HIGH DIV YLD; Shares before 62,073.
- Q2 2026: Stock VTHR; Country of operation —; Class VNG RUS3000IDX; Shares before 1,984.
- Q2 2026: Stock VWO; Country of operation —; Class FTSE EMR MKT ETF; Shares before 7,952.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2065810), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-11); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-12). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-12-31.
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