CHA
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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

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

Cooper/Haims Advisors opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2026: 2,522 shares worth $217K. The stake represents 0.09% of the portfolio and ranks #100 among its holdings. This is a return to the name: Cooper/Haims Advisors previously reported a position in VUG as recently as Q4 2025.

Cooper/Haims Advisors first reported a position in VUG in Q4 2025 and has held it in 2 quarters since. 2,894 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Cooper/Haims Advisors held 2,522 shares of Vanguard Morningstar Growth ETF worth $217K as of Q2 2026.
  • Vanguard Morningstar Growth ETF was a new Cooper/Haims Advisors position in Q2 2026.
  • Vanguard Morningstar Growth ETF made up 0.09% of Cooper/Haims Advisors's portfolio in Q2 2026, its #100 holding.
  • Cooper/Haims Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • 2,894 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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