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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cooper Financial Group's VB Position: Q2 2026 in Review

Cooper Financial Group increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.5% in Q2 2026, buying an estimated $38.4K and bringing the position to 5,528 shares worth $1.68M. The position accounts for 0.14% of the portfolio, ranked #115.

Cooper Financial Group first reported a position in VB in Q4 2020 and has held it in 15 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Cooper Financial Group held 5,528 shares of Vanguard Morningstar Small-Cap ETF worth $1.68M as of Q2 2026.
Cooper Financial Group bought 134 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $38.4K.
Vanguard Morningstar Small-Cap ETF made up 0.14% of Cooper Financial Group's portfolio in Q2 2026, its #115 holding.
Cooper Financial Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and has held it in 15 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.