Copper Harbor Investment Advisors, LLC’s Vanguard Mid-Cap ETF VO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$27.1M	Buy	+336,762	New	+$26.1M	5.74%	3

Other funds holding VO

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MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 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

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

Copper Harbor Investment Advisors, LLC opened a new position in Vanguard Mid-Cap ETF (VO) in Q2 2026: 336,762 shares worth $27.1M. The stake represents 5.74% of the portfolio and ranks #3 among its holdings.

930 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Copper Harbor Investment Advisors, LLC held 336,762 shares of Vanguard Mid-Cap ETF worth $27.1M as of Q2 2026.
Vanguard Mid-Cap ETF was a new Copper Harbor Investment Advisors, LLC position in Q2 2026.
Vanguard Mid-Cap ETF made up 5.74% of Copper Harbor Investment Advisors, LLC's portfolio in Q2 2026, its #3 holding.
930 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

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