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Cooper/Haims Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Cooper/Haims Advisors’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$734K Hold
2,804
– – 0.35% 35
2025
Q4 		$723K Buy
+2,804
New +$718K 0.33% 36

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cooper/Haims Advisors's VB Position: Q1 2026 in Review

Cooper/Haims Advisors held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q1 2026 at 2,804 shares worth $734K. The position accounts for 0.35% of the portfolio, ranked #35.

Cooper/Haims Advisors first reported a position in VB in Q4 2025 and has held it in 2 quarters since. 2,388 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Cooper/Haims Advisors held 2,804 shares of Vanguard Morningstar Small-Cap ETF worth $734K as of Q1 2026.
  • Cooper/Haims Advisors left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q1 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.35% of Cooper/Haims Advisors's portfolio in Q1 2026, its #35 holding.
  • Cooper/Haims Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 2,388 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Cooper/Haims Advisors's 13F filing for Q1 2026, filed 12 May 2026.