Coppell Advisory Solutions Corp’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio MGC Stock Details MGC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$1.73M	Buy	+9,279	New	+$1.66M	0.33%	75

Other funds holding MGC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

WCWM

Wooster Corthell Wealth Management Glastonbury, Connecticut $540M AUM 11.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Coppell Advisory Solutions Corp's MGC Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in Vanguard Morningstar Mega Cap ETF (MGC) in Q1 2024: 9,279 shares worth $1.73M. The stake represents 0.33% of the portfolio and ranks #75 among its holdings.

410 funds tracked by Wall St. Rank hold MGC as of Q1 2024.

Coppell Advisory Solutions Corp held 9,279 shares of Vanguard Morningstar Mega Cap ETF worth $1.73M as of Q1 2024.
Vanguard Morningstar Mega Cap ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
Vanguard Morningstar Mega Cap ETF made up 0.33% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #75 holding.
410 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.