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

Cooper Financial Group’s Portfolio VOOG Stock Details VOOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$9.99M Sell
116,895
-1,757
-1% -$146K 0.8% 26
2026
Q2 		$9.8M Buy
118,652
+26
+0% +$2.06K 0.81% 25
2026
Q1 		$8.06M Sell
118,626
-72
-0.1% -$5.21K 0.81% 26
2025
Q4 		$8.8M Sell
118,698
-240
-0.2% -$17.7K 0.94% 21
2025
Q3 		$8.63M Buy
118,938
+24
+0% +$1.66K 0.96% 21
2025
Q2 		$7.86M Buy
118,914
+18
+0% +$1.07K 0.92% 23
2025
Q1 		$6.63M Buy
118,896
+30
+0% +$1.82K 0.87% 24
2024
Q4 		$7.25M Buy
118,866
+42
+0% +$2.52K 0.87% 22
2024
Q3 		$6.84M Buy
118,824
+24
+0% +$1.33K 0.89% 24
2024
Q2 		$6.6M Buy
118,800
+564
+0.5% +$29.2K 0.97% 23
2024
Q1 		$6M Sell
118,236
-29,418
-20% -$1.42M 0.99% 21
2023
Q4 		$6.66M Buy
147,654
+162
+0.1% +$6.93K 1.21% 16
2023
Q3 		$6.07M Sell
147,492
-90
-0.1% -$3.83K 1.46% 13
2023
Q2 		$6.25M Sell
147,582
-60
-0% -$2.39K 1.55% 11
2023
Q1 		$5.67M Buy
147,642
+60
+0% +$2.21K 1.53% 12
2022
Q4 		$5.19M Sell
147,582
-2,544
-2% -$91.9K 1.58% 12
2022
Q3 		$5.22M Sell
150,126
-7,422
-5% -$290K 1.88% 9
2022
Q2 		$5.71M Buy
+157,548
New +$6.27M 2.08% 7

Other funds holding VOOG

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
SWM
Sherman Wealth Management Gaithersburg, Maryland $133M AUM 15.57% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

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

Cooper Financial Group reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 1.5% in Q3 2026, selling an estimated $146K and leaving 116,895 shares worth $9.99M. The position accounts for 0.8% of the portfolio, ranked #26.

Cooper Financial Group first reported a position in VOOG in Q2 2022 and has held it in 18 quarters since. 51 funds tracked by Wall St. Rank hold VOOG as of Q3 2026.

  • Cooper Financial Group held 116,895 shares of Vanguard S&P 500 Growth ETF worth $9.99M as of Q3 2026.
  • Cooper Financial Group sold 1,757 Vanguard S&P 500 Growth ETF shares in Q3 2026, an estimated $146K.
  • Vanguard S&P 500 Growth ETF made up 0.8% of Cooper Financial Group's portfolio in Q3 2026, its #26 holding.
  • Cooper Financial Group first reported a position in Vanguard S&P 500 Growth ETF in Q2 2022 and has held it in 18 quarters since.
  • 51 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q3 2026.

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