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 Q3	$1.99M	Sell	5,659 -250	-4%	-$87.5K	1.49%	16
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

Mason & Associates (Virginia) Newport News, Virginia $710M AUM 7.01% 1-Year Est. Return

James J. Burns & Company Melville, New York $937M AUM 13.35% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Financial Planning Navigators Maple Grove, Minnesota $274M AUM 13.83% 1-Year Est. Return

Addis & Hill Wayne, Pennsylvania $181M AUM 13.54% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Harbor Asset Planning's VV Position: Q3 2026 in Review

Harbor Asset Planning reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 4.2% in Q3 2026, selling an estimated $87.5K and leaving 5,659 shares worth $1.99M. The position accounts for 1.49% of the portfolio, ranked #16.

Harbor Asset Planning first reported a position in VV in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.08M in Q4 2025. 469 funds tracked by Wall St. Rank hold VV as of Q3 2026.

Harbor Asset Planning held 5,659 shares of Vanguard Morningstar Large-Cap ETF worth $1.99M as of Q3 2026.
Harbor Asset Planning sold 250 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $87.5K.
Vanguard Morningstar Large-Cap ETF made up 1.49% of Harbor Asset Planning's portfolio in Q3 2026, its #16 holding.
Harbor Asset Planning first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2025 and has held it in 6 quarters since.
Harbor Asset Planning's Vanguard Morningstar Large-Cap ETF position peaked at $2.08M in Q4 2025.
469 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.