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Cooper Financial Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Cooper Financial Group’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.62M Buy
5,704
+176
+3% +$52.4K 0.13% 123
2026
Q2 		$1.68M Buy
5,528
+134
+2% +$38.4K 0.14% 115
2026
Q1 		$1.41M Buy
5,394
+844
+19% +$228K 0.14% 118
2025
Q4 		$1.17M Sell
4,550
-541
-11% -$139K 0.12% 126
2025
Q3 		$1.29M Buy
5,091
+392
+8% +$97.2K 0.14% 114
2025
Q2 		$1.11M Sell
4,699
-100
-2% -$22.3K 0.13% 130
2025
Q1 		$1.06M Buy
4,799
+486
+11% +$116K 0.14% 138
2024
Q4 		$1.04M Buy
4,313
+424
+11% +$104K 0.12% 140
2024
Q3 		$922K Buy
3,889
+630
+19% +$143K 0.12% 155
2024
Q2 		$711K Buy
3,259
+250
+8% +$54.9K 0.1% 173
2024
Q1 		$688K Buy
3,009
+113
+4% +$24.3K 0.11% 169
2023
Q4 		$618K Buy
2,896
+1,710
+144% +$329K 0.11% 181
2023
Q3 		$224K Sell
1,186
-111
-9% -$22.1K 0.05% 298
2023
Q2 		$258K Buy
1,297
+2
+0.2% +$378 0.06% 267
2023
Q1 		$245K Buy
+1,295
New +$251K 0.07% 265
2021
Q1 		– Sell
-2,030
Closed -$395K – 313
2020
Q4 		$395K Buy
+2,030
New +$358K 0.08% 178

Other funds holding VB

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GWM
GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return

Cooper Financial Group's VB Position: Q3 2026 in Review

Cooper Financial Group increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 3.2% in Q3 2026, buying an estimated $52.4K and bringing the position to 5,704 shares worth $1.62M. The position accounts for 0.13% of the portfolio, ranked #123.

Cooper Financial Group first reported a position in VB in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.68M in Q2 2026. 152 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Cooper Financial Group held 5,704 shares of Vanguard Morningstar Small-Cap ETF worth $1.62M as of Q3 2026.
  • Cooper Financial Group bought 176 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $52.4K.
  • Vanguard Morningstar Small-Cap ETF made up 0.13% of Cooper Financial Group's portfolio in Q3 2026, its #123 holding.
  • Cooper Financial Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and has held it in 16 quarters since.
  • Cooper Financial Group's Vanguard Morningstar Small-Cap ETF position peaked at $1.68M in Q2 2026.
  • 152 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.