Cooper Financial Group’s Vanguard Information Technology ETF VGT Stock Holding History

Cooper Financial Group’s Portfolio VGT Stock Details VGT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$438K	Buy	3,667 +107	+3%	+$11.7K	0.04%	284
2026 Q1	$311K	Sell	3,560 -224	-6%	-$20.6K	0.03%	322
2025 Q4	$357K	Hold	3,784	–	–	0.04%	277
2025 Q3	$353K	Buy	3,784 +80	+2%	+$6.99K	0.04%	282
2025 Q2	$307K	Sell	3,704 -16	-0.4%	-$1.16K	0.04%	296
2025 Q1	$252K	Sell	3,720 -160	-4%	-$12.1K	0.03%	335
2024 Q4	$302K	Sell	3,880 -48	-1%	-$3.69K	0.04%	310
2024 Q3	$288K	Sell	3,928 -616	-14%	-$43.8K	0.04%	313
2024 Q2	$327K	Buy	4,544 +168	+4%	+$11.2K	0.05%	285
2024 Q1	$287K	Buy	4,376 +504	+13%	+$31.9K	0.05%	295
2023 Q4	$234K	Buy	+3,872	New	+$216K	0.04%	313

Other funds holding VGT

FNFDCM

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

AIM

AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return

TCOO

Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

WWM

Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

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

Cooper Financial Group increased its Vanguard Information Technology ETF (VGT) stake by 3% in Q2 2026, buying an estimated $11.7K and bringing the position to 3,667 shares worth $438K. The position accounts for 0.04% of the portfolio, ranked #284.

Cooper Financial Group first reported a position in VGT in Q4 2023 and has held it in 11 quarters since. 392 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Cooper Financial Group held 3,667 shares of Vanguard Information Technology ETF worth $438K as of Q2 2026.
Cooper Financial Group bought 107 Vanguard Information Technology ETF shares in Q2 2026, an estimated $11.7K.
Vanguard Information Technology ETF made up 0.04% of Cooper Financial Group's portfolio in Q2 2026, its #284 holding.
Cooper Financial Group first reported a position in Vanguard Information Technology ETF in Q4 2023 and has held it in 11 quarters since.
392 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

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