Cooper/Haims Advisors
VUG icon

Cooper/Haims Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Cooper/Haims Advisors’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$227K Hold
2,522
– – 0.1% 99
2026
Q2 		$217K Buy
+2,522
New +$212K 0.09% 100
2026
Q1 		– Sell
-2,520
Closed -$205K – 112
2025
Q4 		$205K Buy
+2,520
New +$205K 0.09% 94

Other funds holding VUG

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
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Cooper/Haims Advisors held its Vanguard Morningstar Growth ETF (VUG) position steady in Q3 2026 at 2,522 shares worth $227K. The position accounts for 0.1% of the portfolio, ranked #99.

Cooper/Haims Advisors first reported a position in VUG in Q4 2025 and has held it in 3 quarters since. 2,162 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Cooper/Haims Advisors held 2,522 shares of Vanguard Morningstar Growth ETF worth $227K as of Q3 2026.
  • Cooper/Haims Advisors left its Vanguard Morningstar Growth ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Growth ETF made up 0.1% of Cooper/Haims Advisors's portfolio in Q3 2026, its #99 holding.
  • Cooper/Haims Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,162 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

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