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

Cooper Financial Group’s Portfolio VOE Stock Details VOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$264K Hold
1,351
– – 0.02% 376
2026
Q2 		$267K Buy
1,351
+150
+12% +$29K 0.02% 370
2026
Q1 		$221K Buy
+1,201
New +$224K 0.02% 390

Other funds holding VOE

EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

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

Cooper Financial Group held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q3 2026 at 1,351 shares worth $264K. The position accounts for 0.02% of the portfolio, ranked #376.

Cooper Financial Group first reported a position in VOE in Q1 2026 and has held it in 3 quarters since. The position peaked at $267K in Q2 2026. 52 funds tracked by Wall St. Rank hold VOE as of Q3 2026.

  • Cooper Financial Group held 1,351 shares of Vanguard Morningstar Mid-Cap Value ETF worth $264K as of Q3 2026.
  • Cooper Financial Group left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.02% of Cooper Financial Group's portfolio in Q3 2026, its #376 holding.
  • Cooper Financial Group first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2026 and has held it in 3 quarters since.
  • Cooper Financial Group's Vanguard Morningstar Mid-Cap Value ETF position peaked at $267K in Q2 2026.
  • 52 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2026.

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