Cooper/Haims Advisors
VB icon

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
Q3 		$798K Hold
2,805
– – 0.35% 39
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

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Cooper/Haims Advisors's VB Position: Q3 2026 in Review

Cooper/Haims Advisors held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q3 2026 at 2,805 shares worth $798K. The position accounts for 0.35% of the portfolio, ranked #39.

Cooper/Haims Advisors first reported a position in VB in Q4 2025 and has held it in 4 quarters since. The position peaked at $850K in Q2 2026. 2,244 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Cooper/Haims Advisors held 2,805 shares of Vanguard Morningstar Small-Cap ETF worth $798K as of Q3 2026.
  • Cooper/Haims Advisors left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.35% of Cooper/Haims Advisors's portfolio in Q3 2026, its #39 holding.
  • Cooper/Haims Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • Cooper/Haims Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $850K in Q2 2026.
  • 2,244 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Cooper/Haims Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.