Copper Harbor Investment Advisors, LLC’s Vanguard Small-Cap ETF VB Stock Holding History

Copper Harbor Investment Advisors, LLC’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$17M	Buy	+56,130	New	+$16.1M	3.6%	11

Other funds holding VB

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Gibraltar Capital Management Tulsa, Oklahoma $650M AUM 24.75% 1-Year Est. Return

Copper Harbor Investment Advisors, LLC's VB Position: Q2 2026 in Review

Copper Harbor Investment Advisors, LLC opened a new position in Vanguard Small-Cap ETF (VB) in Q2 2026: 56,130 shares worth $17M. The stake represents 3.6% of the portfolio and ranks #11 among its holdings.

928 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Copper Harbor Investment Advisors, LLC held 56,130 shares of Vanguard Small-Cap ETF worth $17M as of Q2 2026.
Vanguard Small-Cap ETF was a new Copper Harbor Investment Advisors, LLC position in Q2 2026.
Vanguard Small-Cap ETF made up 3.6% of Copper Harbor Investment Advisors, LLC's portfolio in Q2 2026, its #11 holding.
928 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Copper Harbor Investment Advisors, LLC's 13F filing for Q2 2026, filed 23 Jul 2026.