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Cooper Financial Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Cooper Financial Group’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$303K Sell
860
-4
-0.5% -$1.4K 0.02% 343
2026
Q2 		$297K Sell
864
-2
-0.2% -$667 0.02% 342
2026
Q1 		$259K Buy
866
+3
+0.3% +$939 0.03% 362
2025
Q4 		$272K Hold
863
– – 0.03% 319
2025
Q3 		$266K Buy
863
+3
+0.3% +$888 0.03% 322
2025
Q2 		$245K Sell
860
-10
-1% -$2.63K 0.03% 332
2025
Q1 		$224K Sell
870
-26
-3% -$7.04K 0.03% 350
2024
Q4 		$242K Sell
896
-1
-0.1% -$271 0.03% 346
2024
Q3 		$236K Sell
897
-13
-1% -$3.3K 0.03% 342
2024
Q2 		$227K Sell
910
-417
-31% -$100K 0.03% 352
2024
Q1 		$318K Sell
1,327
-648
-33% -$148K 0.05% 279
2023
Q4 		$431K Buy
1,975
+1
+0.1% +$204 0.08% 228
2023
Q3 		$386K Sell
1,974
-344
-15% -$70.1K 0.09% 228
2023
Q2 		$470K Sell
2,318
-54
-2% -$10.4K 0.12% 201
2023
Q1 		$443K Sell
2,372
-432
-15% -$78.7K 0.12% 189
2022
Q4 		$488K Sell
2,804
-1,272
-31% -$223K 0.15% 151
2022
Q3 		$667K Sell
4,076
-144
-3% -$26.2K 0.24% 102
2022
Q2 		$727K Buy
+4,220
New +$792K 0.26% 97
2021
Q1 		– Sell
-3,209
Closed -$564K – 320
2020
Q4 		$564K Buy
+3,209
New +$533K 0.12% 144

Other funds holding VV

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return
BHPW
Box Hill Private Wealth Scottsdale, Arizona $138M AUM 23.69% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

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

Cooper Financial Group reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.46% in Q3 2026, selling an estimated $1.4K and leaving 860 shares worth $303K. The position accounts for 0.02% of the portfolio, ranked #343.

Cooper Financial Group first reported a position in VV in Q4 2020 and has held it in 19 quarters since. The position peaked at $727K in Q2 2022. 87 funds tracked by Wall St. Rank hold VV as of Q3 2026.

  • Cooper Financial Group held 860 shares of Vanguard Morningstar Large-Cap ETF worth $303K as of Q3 2026.
  • Cooper Financial Group sold 4 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $1.4K.
  • Vanguard Morningstar Large-Cap ETF made up 0.02% of Cooper Financial Group's portfolio in Q3 2026, its #343 holding.
  • Cooper Financial Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2020 and has held it in 19 quarters since.
  • Cooper Financial Group's Vanguard Morningstar Large-Cap ETF position peaked at $727K in Q2 2022.
  • 87 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

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