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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.66M	Buy	+48,876	New	+$9.46M	2.04%	16

Other funds holding VOE

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

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

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

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

Copper Harbor Investment Advisors, LLC opened a new position in Vanguard Mid-Cap Value ETF (VOE) in Q2 2026: 48,876 shares worth $9.66M. The stake represents 2.04% of the portfolio and ranks #16 among its holdings.

422 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Copper Harbor Investment Advisors, LLC held 48,876 shares of Vanguard Mid-Cap Value ETF worth $9.66M as of Q2 2026.
Vanguard Mid-Cap Value ETF was a new Copper Harbor Investment Advisors, LLC position in Q2 2026.
Vanguard Mid-Cap Value ETF made up 2.04% of Copper Harbor Investment Advisors, LLC's portfolio in Q2 2026, its #16 holding.
422 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2026.

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