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Cooper Financial Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Cooper Financial Group’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$508K Buy
1,373
+450
+49% +$161K 0.04% 264
2026
Q1 		$296K Sell
923
-10
-1% -$3.35K 0.03% 333
2025
Q4 		$313K Sell
933
-27
-3% -$8.98K 0.03% 294
2025
Q3 		$315K Sell
960
-9,890
-91% -$3.12M 0.03% 294
2025
Q2 		$3.3M Sell
10,850
-595
-5% -$167K 0.39% 45
2025
Q1 		$3.15M Sell
11,445
-3,614
-24% -$1.05M 0.41% 50
2024
Q4 		$4.36M Buy
15,059
+6,019
+67% +$1.76M 0.53% 36
2024
Q3 		$2.56M Buy
9,040
+2,503
+38% +$683K 0.33% 56
2024
Q2 		$1.75M Buy
6,537
+739
+13% +$191K 0.26% 72
2024
Q1 		$1.51M Buy
5,798
+4,304
+288% +$1.06M 0.25% 81
2023
Q4 		$354K Buy
1,494
+285
+24% +$63K 0.06% 250
2023
Q3 		$257K Buy
+1,209
New +$268K 0.06% 272
2022
Q4 		– Sell
-1,662
Closed -$298K – 307
2022
Q3 		$298K Buy
1,662
+42
+3% +$8.37K 0.11% 186
2022
Q2 		$306K Buy
1,620
+641
+65% +$132K 0.11% 178
2022
Q1 		$223K Buy
+979
New +$220K 0.08% 220
2021
Q1 		– Sell
-7,801
Closed -$1.52M – 319
2020
Q4 		$1.52M Buy
+7,801
New +$1.43M 0.31% 53

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Cooper Financial Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 49% in Q2 2026, buying an estimated $161K and bringing the position to 1,373 shares worth $508K. The position accounts for 0.04% of the portfolio, ranked #264.

Cooper Financial Group first reported a position in VTI in Q4 2020 and has held it in 16 quarters since. The position peaked at $4.36M in Q4 2024. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Cooper Financial Group held 1,373 shares of Vanguard Morningstar Total Stock Market ETF worth $508K as of Q2 2026.
  • Cooper Financial Group bought 450 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $161K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.04% of Cooper Financial Group's portfolio in Q2 2026, its #264 holding.
  • Cooper Financial Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 16 quarters since.
  • Cooper Financial Group's Vanguard Morningstar Total Stock Market ETF position peaked at $4.36M in Q4 2024.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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