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Cooper/Haims Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Cooper/Haims Advisors’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$454K Hold
1,227
– – 0.2% 58
2026
Q1 		$394K Hold
1,227
– – 0.19% 57
2025
Q4 		$411K Buy
+1,227
New +$408K 0.19% 55

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Cooper/Haims Advisors held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 1,227 shares worth $454K. The position accounts for 0.2% of the portfolio, ranked #58.

Cooper/Haims Advisors first reported a position in VTI in Q4 2025 and has held it in 3 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Cooper/Haims Advisors held 1,227 shares of Vanguard Morningstar Total Stock Market ETF worth $454K as of Q2 2026.
  • Cooper/Haims Advisors left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.2% of Cooper/Haims Advisors's portfolio in Q2 2026, its #58 holding.
  • Cooper/Haims Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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