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Vanguard Small-Cap Value ETF shares owned by Copper Harbor Investment Advisors

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Copper Harbor Investment Advisors from 13F filings

Historical chart of Copper Harbor Investment Advisors investment in Vanguard Small-Cap Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap Value ETF held by Copper Harbor Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Copper Harbor Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $3.7M 15k 242.99

More positions owned by Copper Harbor Investment Advisors

American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Capital Group Dividend Value Shs Creat Unit (CGDV)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Pimco Etf Tr Multisector Bd (PYLD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
J P Morgan Exchange Traded F Active Growth (JGRO)

View all positions for Copper Harbor Investment Advisors

Top funds holding Vanguard Small-Cap Value ETF

Bank of America Corporation
Assetmark
Morgan Stanley
Betterment
Aspiriant
Wells Fargo & Company
Envestnet Asset Management
Sei Investments
LPL Financial
UBS Group
Captrust Financial Advisors
Cetera Investment Advisers
Raymond James Financial
Jones Financial Companies, L.L
Pnc Financial Services

View all funds holding Vanguard Small-Cap Value ETF