CFG
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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
Q3 		$747K Buy
1,995
+622
+45% +$233K 0.06% 204
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

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return
GBI
GP Brinson Investments Chicago, Illinois $234M AUM 11.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KA
Kearns & Associates Palos Verdes Estates, California $218M AUM 16.36% 1-Year Est. Return

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

Cooper Financial Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 45% in Q3 2026, buying an estimated $233K and bringing the position to 1,995 shares worth $747K. The position accounts for 0.06% of the portfolio, ranked #204.

Cooper Financial Group first reported a position in VTI in Q4 2020 and has held it in 17 quarters since. The position peaked at $4.36M in Q4 2024. 225 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Cooper Financial Group held 1,995 shares of Vanguard Morningstar Total Stock Market ETF worth $747K as of Q3 2026.
  • Cooper Financial Group bought 622 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $233K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.06% of Cooper Financial Group's portfolio in Q3 2026, its #204 holding.
  • Cooper Financial Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 17 quarters since.
  • Cooper Financial Group's Vanguard Morningstar Total Stock Market ETF position peaked at $4.36M in Q4 2024.
  • 225 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

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