Cooper Financial Group
VOO icon

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
Q3 		$1.41M Buy
2,013
+423
+27% +$295K 0.11% 135
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

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

Cooper Financial Group increased its Vanguard S&P 500 ETF (VOO) stake by 27% in Q3 2026, buying an estimated $295K and bringing the position to 2,013 shares worth $1.41M. The position accounts for 0.11% of the portfolio, ranked #135.

Cooper Financial Group first reported a position in VOO in Q4 2018 and has held it in 32 quarters since. The position peaked at $3.08M in Q1 2025. 2,974 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Cooper Financial Group held 2,013 shares of Vanguard S&P 500 ETF worth $1.41M as of Q3 2026.
  • Cooper Financial Group bought 423 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $295K.
  • Vanguard S&P 500 ETF made up 0.11% of Cooper Financial Group's portfolio in Q3 2026, its #135 holding.
  • Cooper Financial Group first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 32 quarters since.
  • Cooper Financial Group's Vanguard S&P 500 ETF position peaked at $3.08M in Q1 2025.
  • 2,974 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

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