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Disclosery

Cooper Financial Group: VUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cooper Financial Group on VUG, newest first. How the timeline and the estimate are built.

Cooper Financial Group held 11,496 VUG shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 11,496 shares
    Change vs previous 13F -691 shares

    0.08% of the 13F portfolio, value $1,035,860.

    13F-HR 0001214659-26-012638 filed by Cooper Financial Group
    Accepted , ingested

  2. period ended2026-06-30
    13F 12,187 shares
    Change vs previous 13F +9,250 shares

    0.09% of the 13F portfolio, value $1,049,822.

    13F-HR 0001214659-26-008330 filed by Cooper Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 2,937 shares
    Change vs previous 13F +1,201 shares

    0.13% of the 13F portfolio, value $1,282,664.

    13F-HR 0001214659-26-004376 filed by Cooper Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 1,736 shares
    Change vs previous 13F -19 shares

    0.09% of the 13F portfolio, value $846,972.

    13F-HR 0001214659-26-000245 filed by Cooper Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 1,755 shares
    Change vs previous 13F +43 shares

    0.09% of the 13F portfolio, value $841,536.

    13F-HR 0001214659-25-014742 filed by Cooper Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 1,712 shares
    Change vs previous 13F -1,415 shares

    0.09% of the 13F portfolio, value $750,441.

    13F-HR 0001214659-25-010548 filed by Cooper Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 3,127 shares
    Change vs previous 13F -7 shares

    0.15% of the 13F portfolio, value $1,159,651.

    13F-HR 0001214659-25-007409 filed by Cooper Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 3,134 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,286,215.

    13F-HR 0001214659-25-000471 filed by Cooper Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).