Copper Harbor Investment Advisors, LLC’s Vanguard Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$448K	Buy	+1,210	New	+$433K	0.09%	75

Other funds holding VTI

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Narodna banka Slovenska Bratislava $3.49B AUM

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

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

Copper Harbor Investment Advisors, LLC opened a new position in Vanguard Total Stock Market ETF (VTI) in Q2 2026: 1,210 shares worth $448K. The stake represents 0.09% of the portfolio and ranks #75 among its holdings.

1,392 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Copper Harbor Investment Advisors, LLC held 1,210 shares of Vanguard Total Stock Market ETF worth $448K as of Q2 2026.
Vanguard Total Stock Market ETF was a new Copper Harbor Investment Advisors, LLC position in Q2 2026.
Vanguard Total Stock Market ETF made up 0.09% of Copper Harbor Investment Advisors, LLC's portfolio in Q2 2026, its #75 holding.
1,392 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

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