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Cooper Capital Advisors’s Vanguard Growth ETF VUG Stock Holding History

Cooper Capital Advisors’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$530K Buy
6,157
+1,063
+21% +$89.4K 0.23% 28
2026
Q1 		$371K Buy
5,094
+36
+0.7% +$2.8K 0.26% 27
2025
Q4 		$411K Hold
5,058
– – 0.26% 28
2025
Q3 		$404K Buy
+5,058
New +$387K 0.26% 32

Other funds holding VUG

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Cooper Capital Advisors's VUG Position: Q2 2026 in Review

Cooper Capital Advisors increased its Vanguard Growth ETF (VUG) stake by 21% in Q2 2026, buying an estimated $89.4K and bringing the position to 6,157 shares worth $530K. The position accounts for 0.23% of the portfolio, ranked #28.

Cooper Capital Advisors first reported a position in VUG in Q3 2025 and has held it in 4 quarters since. 1,247 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Cooper Capital Advisors held 6,157 shares of Vanguard Growth ETF worth $530K as of Q2 2026.
  • Cooper Capital Advisors bought 1,063 Vanguard Growth ETF shares in Q2 2026, an estimated $89.4K.
  • Vanguard Growth ETF made up 0.23% of Cooper Capital Advisors's portfolio in Q2 2026, its #28 holding.
  • Cooper Capital Advisors first reported a position in Vanguard Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,247 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Cooper Capital Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.