Safe Harbor Fiduciary’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Safe Harbor Fiduciary’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	–	Sell	-1	Closed	-$315	–	201
2025 Q4	$315	Buy	+1	New	+$312	﹤0.01%	210
2025 Q2	$285	Sell	1 -1,813	-100%	-$478K	﹤0.01%	212
2025 Q1	$466K	Sell	1,814 -25	-1%	-$6.77K	0.48%	47
2024 Q4	$496K	Sell	1,839 -39	-2%	-$10.6K	0.51%	38
2024 Q3	$494K	Buy	+1,878	New	+$476K	0.46%	41

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Safe Harbor Fiduciary's VV Position: Q1 2026 in Review

Safe Harbor Fiduciary sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q1 2026, closing a stake of 1 share — an estimated $315 sold.

Safe Harbor Fiduciary first reported a position in VV in Q3 2024 and held it in 5 quarters. The position peaked at $496K in Q4 2024. 1,315 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Safe Harbor Fiduciary reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q1 2026 after selling out during the quarter.
Safe Harbor Fiduciary sold 1 Vanguard Morningstar Large-Cap ETF share in Q1 2026, an estimated $315.
Safe Harbor Fiduciary first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2024 and held it in 5 quarters.
Safe Harbor Fiduciary's Vanguard Morningstar Large-Cap ETF position peaked at $496K in Q4 2024.
1,315 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q1 2026, filed 15 May 2026.