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Cooper Financial Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Cooper Financial Group’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.09M Buy
1,590
+104
+7% +$69.3K 0.09% 160
2026
Q1 		$888K Sell
1,486
-151
-9% -$94.4K 0.09% 178
2025
Q4 		$1.03M Sell
1,637
-59
-3% -$36.7K 0.11% 137
2025
Q3 		$1.04M Sell
1,696
-2,061
-55% -$1.21M 0.11% 137
2025
Q2 		$2.13M Sell
3,757
-2,242
-37% -$1.18M 0.25% 71
2025
Q1 		$3.08M Buy
5,999
+2,000
+50% +$1.08M 0.41% 52
2024
Q4 		$2.15M Buy
3,999
+1,163
+41% +$630K 0.26% 66
2024
Q3 		$1.5M Buy
2,836
+138
+5% +$70.1K 0.19% 93
2024
Q2 		$1.35M Buy
2,698
+772
+40% +$371K 0.2% 93
2024
Q1 		$926K Buy
1,926
+436
+29% +$200K 0.15% 130
2023
Q4 		$651K Buy
1,490
+53
+4% +$21.7K 0.12% 167
2023
Q3 		$564K Sell
1,437
-304
-17% -$124K 0.14% 174
2023
Q2 		$709K Sell
1,741
-106
-6% -$40.9K 0.18% 137
2023
Q1 		$695K Buy
1,847
+205
+12% +$75.2K 0.19% 130
2022
Q4 		$577K Sell
1,642
-265
-14% -$93.6K 0.18% 132
2022
Q3 		$626K Buy
1,907
+547
+40% +$200K 0.23% 107
2022
Q2 		$472K Sell
1,360
-35
-3% -$13.2K 0.17% 132
2022
Q1 		$579K Buy
1,395
+524
+60% +$215K 0.22% 106
2021
Q4 		$380K Sell
871
-929
-52% -$392K 0.14% 149
2021
Q3 		$710K Sell
1,800
-11
-0.6% -$4.46K 0.15% 100
2021
Q2 		$713K Sell
1,811
-313
-15% -$120K 0.15% 96
2021
Q1 		$774K Buy
2,124
+667
+46% +$237K 0.17% 86
2020
Q4 		$501K Buy
1,457
+361
+33% +$118K 0.1% 152
2020
Q3 		$337K Sell
1,096
-832
-43% -$253K 0.1% 141
2020
Q2 		$546K Sell
1,928
-8
-0.4% -$2.15K 0.18% 80
2020
Q1 		$459K Buy
1,936
+1,017
+111% +$285K 0.19% 75
2019
Q4 		$272K Buy
919
+23
+3% +$6.51K 0.11% 118
2019
Q3 		$244K Sell
896
-41
-4% -$11.1K 0.11% 118
2019
Q2 		$252K Sell
937
-77
-8% -$20.4K 0.12% 106
2019
Q1 		$263K Buy
1,014
+99
+11% +$24.7K 0.14% 86
2018
Q4 		$210K Buy
+915
New +$227K 0.14% 96

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

Cooper Financial Group increased its Vanguard S&P 500 ETF (VOO) stake by 7% in Q2 2026, buying an estimated $69.3K and bringing the position to 1,590 shares worth $1.09M. The position accounts for 0.09% of the portfolio, ranked #160.

Cooper Financial Group first reported a position in VOO in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.08M in Q1 2025. 4,003 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Cooper Financial Group held 1,590 shares of Vanguard S&P 500 ETF worth $1.09M as of Q2 2026.
  • Cooper Financial Group bought 104 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $69.3K.
  • Vanguard S&P 500 ETF made up 0.09% of Cooper Financial Group's portfolio in Q2 2026, its #160 holding.
  • Cooper Financial Group first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
  • Cooper Financial Group's Vanguard S&P 500 ETF position peaked at $3.08M in Q1 2025.
  • 4,003 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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