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Vanguard Large-Cap ETF shares owned by Pine Harbor Wealth Management

Quarter-by-quarter ownership of Vanguard Large-Cap ETF (VV) shares owned by Pine Harbor Wealth Management from 13F filings

Historical chart of Pine Harbor Wealth Management investment in Vanguard Large-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Large-Cap ETF held by Pine Harbor Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Large-Cap ETF by Pine Harbor Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $624k 2.4k 263.29
2024-06-30 $213k 855 249.62
2024-03-31 $205k 855 239.76
2023-12-31 $528k 2.4k 218.15

More positions owned by Pine Harbor Wealth Management

Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Pgim Etf Tr Aaa Clo Etf (PAAA)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ishares U S Etf Tr Blackrock Short (MEAR)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)

View all positions for Pine Harbor Wealth Management

Top funds holding Vanguard Large-Cap ETF

Jones Financial Companies, L.L
Creative Planning
National Mutual Insurance Federation of Agricultural Cooperatives
Vanguard Group
Bank of America Corporation
Charles Schwab Investment Management
Morgan Stanley
Northwestern Mutual Wealth Management Company
Pnc Financial Services
Johnson Financial
Envestnet Asset Management
Wells Fargo & Company
Balentine
Axxcess Wealth Management
Capital Asset Advisory Services

View all funds holding Vanguard Large-Cap ETF