Cooper Financial Group
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Cooper Financial Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Cooper Financial Group’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$345K Buy
4,394
+75
+2% +$6.1K 0.03% 319
2026
Q2 		$348K Buy
4,319
+571
+15% +$44.3K 0.03% 315
2026
Q1 		$269K Buy
3,748
+60
+2% +$4.46K 0.03% 356
2025
Q4 		$267K Hold
3,688
– – 0.03% 320
2025
Q3 		$271K Sell
3,688
-676
-15% -$48.5K 0.03% 318
2025
Q2 		$305K Sell
4,364
-504
-10% -$33.1K 0.04% 298
2025
Q1 		$315K Buy
4,868
+280
+6% +$18.8K 0.04% 302
2024
Q4 		$303K Buy
4,588
+4
+0.1% +$272 0.04% 308
2024
Q3 		$302K Sell
4,584
-212
-4% -$13.3K 0.04% 310
2024
Q2 		$290K Sell
4,796
-396
-8% -$24.1K 0.04% 306
2024
Q1 		$324K Buy
5,192
+772
+17% +$45.6K 0.05% 276
2023
Q4 		$257K Sell
4,420
-208
-4% -$11.1K 0.05% 294
2023
Q3 		$241K Buy
4,628
+184
+4% +$10.1K 0.06% 283
2023
Q2 		$245K Buy
4,444
+96
+2% +$5.03K 0.06% 279
2023
Q1 		$229K Sell
4,348
-152
-3% -$8.09K 0.06% 272
2022
Q4 		$229K Buy
4,500
+16
+0.4% +$815 0.07% 262
2022
Q3 		$211K Buy
+4,484
New +$234K 0.08% 240
2021
Q4 		– Sell
-4,296
Closed -$254K – 277
2021
Q3 		$254K Sell
4,296
-1,240
-22% -$74.9K 0.05% 208
2021
Q2 		$328K Sell
5,536
-184
-3% -$10.7K 0.07% 173
2021
Q1 		$316K Sell
5,720
-48
-0.8% -$2.6K 0.07% 173
2020
Q4 		$298K Buy
+5,768
New +$279K 0.06% 219

Other funds holding VO

UBS Group
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Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
JMG Financial Group
JMG Financial Group Downers Grove, Illinois $4.21B AUM 13.09% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Cooper Financial Group increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.7% in Q3 2026, buying an estimated $6.1K and bringing the position to 4,394 shares worth $345K. The position accounts for 0.03% of the portfolio, ranked #319.

Cooper Financial Group first reported a position in VO in Q4 2020 and has held it in 21 quarters since. The position peaked at $348K in Q2 2026. 1,850 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Cooper Financial Group held 4,394 shares of Vanguard Morningstar Mid-Cap ETF worth $345K as of Q3 2026.
  • Cooper Financial Group bought 75 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $6.1K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.03% of Cooper Financial Group's portfolio in Q3 2026, its #319 holding.
  • Cooper Financial Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 21 quarters since.
  • Cooper Financial Group's Vanguard Morningstar Mid-Cap ETF position peaked at $348K in Q2 2026.
  • 1,850 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

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