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Harbor Asset Planning’s Vanguard 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
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
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Harbor Asset Planning's VV Position: Q1 2026 in Review

Harbor Asset Planning reduced its Vanguard Large-Cap ETF (VV) stake by 11% in Q1 2026, selling an estimated $219K and leaving 5,895 shares worth $1.76M. The position accounts for 1.48% of the portfolio, ranked #20.

Harbor Asset Planning first reported a position in VV in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.08M in Q4 2025. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • Harbor Asset Planning held 5,895 shares of Vanguard Large-Cap ETF worth $1.76M as of Q1 2026.
  • Harbor Asset Planning sold 699 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $219K.
  • Vanguard Large-Cap ETF made up 1.48% of Harbor Asset Planning's portfolio in Q1 2026, its #20 holding.
  • Harbor Asset Planning first reported a position in Vanguard Large-Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • Harbor Asset Planning's Vanguard Large-Cap ETF position peaked at $2.08M in Q4 2025.
  • 1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Harbor Asset Planning's 13F filing for Q1 2026, filed 22 Apr 2026.