Cooper Financial Group’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Cooper Financial Group’s Portfolio VOT Stock Details VOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-712	Closed	-$202K	–	414
2025 Q2	$202K	Sell	712 -144	-17%	-$37.1K	0.02%	361
2025 Q1	$209K	Sell	856 -266	-24%	-$69.2K	0.03%	360
2024 Q4	$285K	Buy	1,122 +44	+4%	+$11.3K	0.03%	320
2024 Q3	$262K	Buy	1,078 +35	+3%	+$8.15K	0.03%	326
2024 Q2	$239K	Buy	1,043 +8	+0.8%	+$1.83K	0.04%	338
2024 Q1	$244K	Sell	1,035 -1,571	-60%	-$352K	0.04%	317
2023 Q4	$572K	Buy	2,606 +113	+5%	+$22.6K	0.1%	186
2023 Q3	$486K	Buy	+2,493	New	+$509K	0.12%	193

Other funds holding VOT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cooper Financial Group's VOT Position: Q3 2025 in Review

Cooper Financial Group sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q3 2025, closing a stake of 712 shares — an estimated $202K sold.

Cooper Financial Group first reported a position in VOT in Q3 2023 and held it in 8 quarters. The position peaked at $572K in Q4 2023. 1,020 funds tracked by Wall St. Rank hold VOT as of Q3 2025.

Cooper Financial Group reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
Cooper Financial Group sold 712 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2025, an estimated $202K.
Cooper Financial Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2023 and held it in 8 quarters.
Cooper Financial Group's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $572K in Q4 2023.
1,020 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2025.

Based on Cooper Financial Group's 13F filing for Q3 2025, filed 7 Oct 2025.