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Copper Harbor Investment Advisors, LLC’s Vanguard S&P 500 ETF VOO Stock Holding History

Copper Harbor Investment Advisors, LLC’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19M Buy
+27,598
New +$18.4M 4.01% 8

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

Copper Harbor Investment Advisors, LLC opened a new position in Vanguard S&P 500 ETF (VOO) in Q2 2026: 27,598 shares worth $19M. The stake represents 4.01% of the portfolio and ranks #8 among its holdings.

1,442 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Copper Harbor Investment Advisors, LLC held 27,598 shares of Vanguard S&P 500 ETF worth $19M as of Q2 2026.
  • Vanguard S&P 500 ETF was a new Copper Harbor Investment Advisors, LLC position in Q2 2026.
  • Vanguard S&P 500 ETF made up 4.01% of Copper Harbor Investment Advisors, LLC's portfolio in Q2 2026, its #8 holding.
  • 1,442 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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