Pine Harbor Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History

Pine Harbor Wealth Management’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	$644K	Buy	2,155 +37	+2%	+$11.6K	0.19%	44
2025 Q4	$667K	Hold	2,118	–	–	0.2%	45
2025 Q3	$652K	Sell	2,118 -250	-11%	-$74K	0.21%	49
2025 Q2	$676K	Hold	2,368	–	–	0.24%	45
2025 Q1	$609K	Hold	2,368	–	–	0.24%	45
2024 Q4	$639K	Hold	2,368	–	–	0.26%	44
2024 Q3	$623K	Buy	2,368 +1,513	+177%	+$384K	0.31%	43
2024 Q2	$213K	Hold	855	–	–	0.13%	92
2024 Q1	$205K	Sell	855 -1,565	-65%	-$358K	0.13%	93
2023 Q4	$528K	Buy	+2,420	New	+$495K	0.4%	48

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Pine Harbor Wealth Management's VV Position: Q1 2026 in Review

Pine Harbor Wealth Management increased its Vanguard Large-Cap ETF (VV) stake by 1.7% in Q1 2026, buying an estimated $11.6K and bringing the position to 2,155 shares worth $644K. The position accounts for 0.19% of the portfolio, ranked #44.

Pine Harbor Wealth Management first reported a position in VV in Q4 2023 and has held it in 10 quarters since. The position peaked at $676K in Q2 2025. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Pine Harbor Wealth Management held 2,155 shares of Vanguard Large-Cap ETF worth $644K as of Q1 2026.
Pine Harbor Wealth Management bought 37 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $11.6K.
Vanguard Large-Cap ETF made up 0.19% of Pine Harbor Wealth Management's portfolio in Q1 2026, its #44 holding.
Pine Harbor Wealth Management first reported a position in Vanguard Large-Cap ETF in Q4 2023 and has held it in 10 quarters since.
Pine Harbor Wealth Management's Vanguard Large-Cap ETF position peaked at $676K in Q2 2025.
1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Pine Harbor Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.