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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
Q3 		$763K Sell
4,833
-12
-0.2% -$1.9K 0.06% 201
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

GWM
GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return
PAM
PartnerRe Asset Management Greenwich, Connecticut $162M AUM 1.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
PPF
Pacific Park Financial Lagina Hills, California $169M AUM 11.63% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FS
Financial Symmetry Raleigh, North Carolina $313M AUM 16.11% 1-Year Est. Return
ANBOT
American National Bank of Texas Richardson, Texas $109M AUM 11.13% 1-Year Est. Return

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

Cooper Financial Group reduced its Vanguard Total World Stock ETF (VT) stake by 0.25% in Q3 2026, selling an estimated $1.9K and leaving 4,833 shares worth $763K. The position accounts for 0.06% of the portfolio, ranked #201.

Cooper Financial Group first reported a position in VT in Q1 2023 and has held it in 15 quarters since. 99 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • Cooper Financial Group held 4,833 shares of Vanguard Total World Stock ETF worth $763K as of Q3 2026.
  • Cooper Financial Group sold 12 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $1.9K.
  • Vanguard Total World Stock ETF made up 0.06% of Cooper Financial Group's portfolio in Q3 2026, its #201 holding.
  • Cooper Financial Group first reported a position in Vanguard Total World Stock ETF in Q1 2023 and has held it in 15 quarters since.
  • 99 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

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