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

Cooper Financial Group’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$282K Buy
1,163
+160
+16% +$37.2K 0.02% 349
2026
Q1 		$218K Buy
+1,003
New +$224K 0.02% 398

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Cooper Financial Group increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 16% in Q2 2026, buying an estimated $37.2K and bringing the position to 1,163 shares worth $282K. The position accounts for 0.02% of the portfolio, ranked #349.

Cooper Financial Group first reported a position in VBR in Q1 2026 and has held it in 2 quarters since. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Cooper Financial Group held 1,163 shares of Vanguard Morningstar Small-Cap Value ETF worth $282K as of Q2 2026.
  • Cooper Financial Group bought 160 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $37.2K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.02% of Cooper Financial Group's portfolio in Q2 2026, its #349 holding.
  • Cooper Financial Group first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

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