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Cooper/Haims Advisors’s Vanguard 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
Q1 		– Sell
-2,520
Closed -$205K – 112
2025
Q4 		$205K Buy
+2,520
New +$205K 0.09% 94

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Cooper/Haims Advisors sold out of Vanguard Growth ETF (VUG) in Q1 2026, closing a stake of 2,520 shares — an estimated $205K sold.

Cooper/Haims Advisors first reported a position in VUG in Q4 2025 and held it in 1 quarter. The position peaked at $205K in Q4 2025. 2,722 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Cooper/Haims Advisors reported no remaining Vanguard Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Cooper/Haims Advisors sold 2,520 Vanguard Growth ETF shares in Q1 2026, an estimated $205K.
  • Cooper/Haims Advisors first reported a position in Vanguard Growth ETF in Q4 2025 and held it in 1 quarter.
  • Cooper/Haims Advisors's Vanguard Growth ETF position peaked at $205K in Q4 2025.
  • 2,722 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

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