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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
Q2 		$850K Buy
2,805
+1
+0% +$287 0.37% 37
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cooper/Haims Advisors's VB Position: Q2 2026 in Review

Cooper/Haims Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.04% in Q2 2026, buying an estimated $287 and bringing the position to 2,805 shares worth $850K. The position accounts for 0.37% of the portfolio, ranked #37.

Cooper/Haims Advisors first reported a position in VB in Q4 2025 and has held it in 3 quarters since. 2,477 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Cooper/Haims Advisors held 2,805 shares of Vanguard Morningstar Small-Cap ETF worth $850K as of Q2 2026.
  • Cooper/Haims Advisors bought 1 Vanguard Morningstar Small-Cap ETF share in Q2 2026, an estimated $287.
  • Vanguard Morningstar Small-Cap ETF made up 0.37% of Cooper/Haims Advisors's portfolio in Q2 2026, its #37 holding.
  • Cooper/Haims Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Cooper/Haims Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.