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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$21.7M	Buy	+70,970	New	+$20.5M	4.6%	7

Other funds holding VOT

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

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

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

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

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

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

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

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

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

Copper Harbor Investment Advisors, LLC opened a new position in Vanguard Mid-Cap Growth ETF (VOT) in Q2 2026: 70,970 shares worth $21.7M. The stake represents 4.6% of the portfolio and ranks #7 among its holdings.

362 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Copper Harbor Investment Advisors, LLC held 70,970 shares of Vanguard Mid-Cap Growth ETF worth $21.7M as of Q2 2026.
Vanguard Mid-Cap Growth ETF was a new Copper Harbor Investment Advisors, LLC position in Q2 2026.
Vanguard Mid-Cap Growth ETF made up 4.6% of Copper Harbor Investment Advisors, LLC's portfolio in Q2 2026, its #7 holding.
362 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2026.

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