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Cooper Financial Group’s Vanguard 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
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

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
PCTC
Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Cooper Financial Group increased its Vanguard Mid-Cap ETF (VO) stake by 15% in Q2 2026, buying an estimated $44.3K and bringing the position to 4,319 shares worth $348K. The position accounts for 0.03% of the portfolio, ranked #315.

Cooper Financial Group first reported a position in VO in Q4 2020 and has held it in 20 quarters since. 462 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Cooper Financial Group held 4,319 shares of Vanguard Mid-Cap ETF worth $348K as of Q2 2026.
  • Cooper Financial Group bought 571 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $44.3K.
  • Vanguard Mid-Cap ETF made up 0.03% of Cooper Financial Group's portfolio in Q2 2026, its #315 holding.
  • Cooper Financial Group first reported a position in Vanguard Mid-Cap ETF in Q4 2020 and has held it in 20 quarters since.
  • 462 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

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