Harbor Investment Advisory’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Harbor Investment Advisory’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	$261K	Hold	743	–	–	0.02%	388
2026 Q2	$256K	Sell	743 -5	-0.7%	-$1.67K	0.02%	378
2026 Q1	$224K	Hold	748	–	–	0.02%	379
2025 Q4	$235K	Hold	748	–	–	0.02%	380
2025 Q3	$230K	Buy	748 +475	+174%	+$141K	0.02%	374
2025 Q2	$77.9K	Hold	273	–	–	0.01%	547
2025 Q1	$70.2K	Hold	273	–	–	0.01%	540
2024 Q4	$73.6K	Hold	273	–	–	0.01%	524
2024 Q3	$71.9K	Buy	+273	New	+$69.3K	0.01%	528

Other funds holding VV

HWA

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

JWS

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

AIM

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

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

AIA

Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return

Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return

BHPW

Box Hill Private Wealth Scottsdale, Arizona $138M AUM 23.69% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

HWM

Horizons Wealth Management Asheville, North Carolina $160M AUM

Harbor Investment Advisory's VV Position: Q3 2026 in Review

Harbor Investment Advisory held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q3 2026 at 743 shares worth $261K. The position accounts for 0.02% of the portfolio, ranked #388.

Harbor Investment Advisory first reported a position in VV in Q3 2024 and has held it in 9 quarters since. 108 funds tracked by Wall St. Rank hold VV as of Q3 2026.

Harbor Investment Advisory held 743 shares of Vanguard Morningstar Large-Cap ETF worth $261K as of Q3 2026.
Harbor Investment Advisory left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q3 2026.
Vanguard Morningstar Large-Cap ETF made up 0.02% of Harbor Investment Advisory's portfolio in Q3 2026, its #388 holding.
Harbor Investment Advisory first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2024 and has held it in 9 quarters since.
108 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Harbor Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.