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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
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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Cooper Financial Group reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.23% in Q2 2026, selling an estimated $667 and leaving 864 shares worth $297K. The position accounts for 0.02% of the portfolio, ranked #342.

Cooper Financial Group first reported a position in VV in Q4 2020 and has held it in 18 quarters since. The position peaked at $727K in Q2 2022. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Cooper Financial Group held 864 shares of Vanguard Morningstar Large-Cap ETF worth $297K as of Q2 2026.
  • Cooper Financial Group sold 2 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $667.
  • Vanguard Morningstar Large-Cap ETF made up 0.02% of Cooper Financial Group's portfolio in Q2 2026, its #342 holding.
  • Cooper Financial Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2020 and has held it in 18 quarters since.
  • Cooper Financial Group's Vanguard Morningstar Large-Cap ETF position peaked at $727K in Q2 2022.
  • 1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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