CFG
VOT icon

Cooper Financial Group’s Vanguard 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return