Cooper Financial Group’s Vanguard Total World Stock ETF VT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$760K	Buy	4,845 +12	+0.2%	+$1.83K	0.06%	209
2026 Q1	$669K	Hold	4,833	–	–	0.07%	210
2025 Q4	$682K	Hold	4,833	–	–	0.07%	194
2025 Q3	$666K	Hold	4,833	–	–	0.07%	196
2025 Q2	$621K	Sell	4,833 -578	-11%	-$69.1K	0.07%	207
2025 Q1	$627K	Hold	5,411	–	–	0.08%	207
2024 Q4	$636K	Sell	5,411 -335	-6%	-$40.2K	0.08%	199
2024 Q3	$688K	Hold	5,746	–	–	0.09%	197
2024 Q2	$647K	Buy	5,746 +1,785	+45%	+$197K	0.1%	183
2024 Q1	$438K	Buy	3,961 +35	+0.9%	+$3.7K	0.07%	241
2023 Q4	$404K	Hold	3,926	–	–	0.07%	235
2023 Q3	$366K	Buy	3,926 +100	+3%	+$9.71K	0.09%	238
2023 Q2	$371K	Sell	3,826 -62	-2%	-$5.81K	0.09%	227
2023 Q1	$358K	Buy	+3,888	New	+$352K	0.1%	213

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

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

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

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

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

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

Cooper Financial Group increased its Vanguard Total World Stock ETF (VT) stake by 0.25% in Q2 2026, buying an estimated $1.83K and bringing the position to 4,845 shares worth $760K. The position accounts for 0.06% of the portfolio, ranked #209.

Cooper Financial Group first reported a position in VT in Q1 2023 and has held it in 14 quarters since. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Cooper Financial Group held 4,845 shares of Vanguard Total World Stock ETF worth $760K as of Q2 2026.
Cooper Financial Group bought 12 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $1.83K.
Vanguard Total World Stock ETF made up 0.06% of Cooper Financial Group's portfolio in Q2 2026, its #209 holding.
Cooper Financial Group first reported a position in Vanguard Total World Stock ETF in Q1 2023 and has held it in 14 quarters since.
1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

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