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

Copper Harbor Investment Advisors, LLC’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.63M Buy
+23,596
New +$8.04M 1.83% 18

Other funds holding VBK

CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
BWM
Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

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

Copper Harbor Investment Advisors, LLC opened a new position in Vanguard Small-Cap Growth ETF (VBK) in Q2 2026: 23,596 shares worth $8.63M. The stake represents 1.83% of the portfolio and ranks #18 among its holdings.

436 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Copper Harbor Investment Advisors, LLC held 23,596 shares of Vanguard Small-Cap Growth ETF worth $8.63M as of Q2 2026.
  • Vanguard Small-Cap Growth ETF was a new Copper Harbor Investment Advisors, LLC position in Q2 2026.
  • Vanguard Small-Cap Growth ETF made up 1.83% of Copper Harbor Investment Advisors, LLC's portfolio in Q2 2026, its #18 holding.
  • 436 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2026.

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