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

Copper Harbor Investment Advisors, LLC’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.73M Buy
+15,333
New +$3.57M 0.79% 31

Other funds holding VBR

AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

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

Copper Harbor Investment Advisors, LLC opened a new position in Vanguard Small-Cap Value ETF (VBR) in Q2 2026: 15,333 shares worth $3.73M. The stake represents 0.79% of the portfolio and ranks #31 among its holdings.

642 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Copper Harbor Investment Advisors, LLC held 15,333 shares of Vanguard Small-Cap Value ETF worth $3.73M as of Q2 2026.
  • Vanguard Small-Cap Value ETF was a new Copper Harbor Investment Advisors, LLC position in Q2 2026.
  • Vanguard Small-Cap Value ETF made up 0.79% of Copper Harbor Investment Advisors, LLC's portfolio in Q2 2026, its #31 holding.
  • 642 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

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