Harbor Asset Planning’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Harbor Asset Planning’s Portfolio VV Stock Details VV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.03M	Buy	5,909 +14	+0.2%	+$4.67K	1.53%	19
2026 Q1	$1.76M	Sell	5,895 -699	-11%	-$219K	1.48%	20
2025 Q4	$2.08M	Buy	6,594 +1,620	+33%	+$506K	1.77%	16
2025 Q3	$1.53M	Buy	4,974 +12	+0.2%	+$3.55K	1.37%	20
2025 Q2	$1.42M	Buy	+4,962	New	+$1.31M	1.35%	20

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Harbor Asset Planning's VV Position: Q2 2026 in Review

Harbor Asset Planning increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.24% in Q2 2026, buying an estimated $4.67K and bringing the position to 5,909 shares worth $2.03M. The position accounts for 1.53% of the portfolio, ranked #19.

Harbor Asset Planning first reported a position in VV in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.08M in Q4 2025. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Harbor Asset Planning held 5,909 shares of Vanguard Morningstar Large-Cap ETF worth $2.03M as of Q2 2026.
Harbor Asset Planning bought 14 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $4.67K.
Vanguard Morningstar Large-Cap ETF made up 1.53% of Harbor Asset Planning's portfolio in Q2 2026, its #19 holding.
Harbor Asset Planning first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2025 and has held it in 5 quarters since.
Harbor Asset Planning's Vanguard Morningstar Large-Cap ETF position peaked at $2.08M in Q4 2025.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.