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Cooper/Haims Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Cooper/Haims Advisors’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.87M Buy
6,473
+11
+0.2% +$6.88K 1.82% 12
2025
Q4 		$4.05M Buy
6,462
+1,583
+32% +$984K 1.84% 11
2025
Q3 		$2.99M Sell
4,879
-69
-1% -$40.7K 1.4% 15
2025
Q2 		$2.81M Buy
4,948
+175
+4% +$92K 1.38% 15
2025
Q1 		$2.45M Buy
4,773
+12
+0.3% +$6.49K 1.33% 16
2024
Q4 		$2.57M Buy
4,761
+21
+0.4% +$11.4K 1.45% 15
2024
Q3 		$2.5M Sell
4,740
-1,487
-24% -$756K 1.38% 14
2024
Q2 		$3.11M Hold
6,227
– – 1.75% 13
2024
Q1 		$2.99M Buy
6,227
+1,510
+32% +$691K 1.74% 13
2023
Q4 		$2.06M Buy
4,717
+27
+0.6% +$11.1K 1.17% 16
2023
Q3 		$1.84M Buy
4,690
+13
+0.3% +$5.32K 1.43% 12
2023
Q2 		$1.9M Hold
4,677
– – 1.46% 12
2023
Q1 		$1.76M Buy
4,677
+4
+0.1% +$1.47K 1.41% 13
2022
Q4 		$1.64M Buy
4,673
+223
+5% +$78.8K 1.16% 15
2022
Q3 		$1.46M Buy
4,450
+13
+0.3% +$4.75K 1.21% 15
2022
Q2 		$1.54M Hold
4,437
– – 1.01% 17
2022
Q1 		$1.84M Sell
4,437
-112
-2% -$45.9K 1.2% 18
2021
Q4 		$1.99M Buy
4,549
+145
+3% +$61.2K 1.22% 18
2021
Q3 		$1.74M Buy
4,404
+10
+0.2% +$4.06K 1.05% 17
2021
Q2 		$1.73M Buy
4,394
+11
+0.3% +$4.22K 1.14% 18
2021
Q1 		$1.6M Sell
4,383
-8
-0.2% -$2.84K 1.13% 16
2020
Q4 		$1.51M Sell
4,391
-11
-0.2% -$3.59K 1.16% 14
2020
Q3 		$1.35M Sell
4,402
-110
-2% -$33.5K 1.12% 13
2020
Q2 		$1.28M Sell
4,512
-78
-2% -$21K 1.04% 12
2020
Q1 		$1.09M Buy
4,590
+1,316
+40% +$369K 0.95% 11
2019
Q4 		$968K Buy
3,274
+5
+0.2% +$1.41K 0.53% 14
2019
Q3 		$891K Sell
3,269
-12
-0.4% -$3.26K 0.54% 13
2019
Q2 		$883K Sell
3,281
-91
-3% -$24.1K 0.55% 14
2019
Q1 		$875K Sell
3,372
-103
-3% -$25.7K 0.56% 14
2018
Q4 		$799K Buy
3,475
+2,486
+251% +$616K 0.55% 14
2018
Q3 		$264K Sell
989
-158
-14% -$41.3K 0.18% 45
2018
Q2 		$286K Buy
+1,147
New +$285K 0.21% 38

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

Cooper/Haims Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 0.17% in Q1 2026, buying an estimated $6.88K and bringing the position to 6,473 shares worth $3.87M. The position accounts for 1.82% of the portfolio, ranked #12.

Cooper/Haims Advisors first reported a position in VOO in Q2 2018 and has held it in 32 quarters since. The position peaked at $4.05M in Q4 2025. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Cooper/Haims Advisors held 6,473 shares of Vanguard S&P 500 ETF worth $3.87M as of Q1 2026.
  • Cooper/Haims Advisors bought 11 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $6.88K.
  • Vanguard S&P 500 ETF made up 1.82% of Cooper/Haims Advisors's portfolio in Q1 2026, its #12 holding.
  • Cooper/Haims Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2018 and has held it in 32 quarters since.
  • Cooper/Haims Advisors's Vanguard S&P 500 ETF position peaked at $4.05M in Q4 2025.
  • 3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

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