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 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

NMIFOAC

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

JFGLC

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Harbor Investment Advisory's VV Position: Q2 2026 in Review

Harbor Investment Advisory reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.67% in Q2 2026, selling an estimated $1.67K and leaving 743 shares worth $256K. The position accounts for 0.02% of the portfolio, ranked #378.

Harbor Investment Advisory first reported a position in VV in Q3 2024 and has held it in 8 quarters since. 985 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Harbor Investment Advisory held 743 shares of Vanguard Morningstar Large-Cap ETF worth $256K as of Q2 2026.
Harbor Investment Advisory sold 5 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $1.67K.
Vanguard Morningstar Large-Cap ETF made up 0.02% of Harbor Investment Advisory's portfolio in Q2 2026, its #378 holding.
Harbor Investment Advisory first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2024 and has held it in 8 quarters since.
985 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.