Pine Harbor Wealth Management’s Vanguard Morningstar 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 Q2	$741K	Hold	2,155	–	–	0.2%	43
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 $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

NMIFOAC

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JFGLC

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Pine Harbor Wealth Management's VV Position: Q2 2026 in Review

Pine Harbor Wealth Management held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 2,155 shares worth $741K. The position accounts for 0.2% of the portfolio, ranked #43.

Pine Harbor Wealth Management first reported a position in VV in Q4 2023 and has held it in 11 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Pine Harbor Wealth Management held 2,155 shares of Vanguard Morningstar Large-Cap ETF worth $741K as of Q2 2026.
Pine Harbor Wealth Management left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.2% of Pine Harbor Wealth Management's portfolio in Q2 2026, its #43 holding.
Pine Harbor Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2023 and has held it in 11 quarters since.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Pine Harbor Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.