Coppell Advisory Solutions Corp’s Vanguard Small-Cap ETF VB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$1.09M	Buy	5,889 +2,921	+98%	+$566K	0.36%	77
2022 Q4	$545K	Buy	+2,968	New	+$550K	0.18%	110

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Coppell Advisory Solutions Corp's VB Position: Q1 2023 in Review

Coppell Advisory Solutions Corp increased its Vanguard Small-Cap ETF (VB) stake by 98% in Q1 2023, buying an estimated $566K and bringing the position to 5,889 shares worth $1.09M. The position accounts for 0.36% of the portfolio, ranked #77.

Coppell Advisory Solutions Corp first reported a position in VB in Q4 2022 and has held it in 2 quarters since. 1,641 funds tracked by Wall St. Rank hold VB as of Q1 2023.

Coppell Advisory Solutions Corp held 5,889 shares of Vanguard Small-Cap ETF worth $1.09M as of Q1 2023.
Coppell Advisory Solutions Corp bought 2,921 Vanguard Small-Cap ETF shares in Q1 2023, an estimated $566K.
Vanguard Small-Cap ETF made up 0.36% of Coppell Advisory Solutions Corp's portfolio in Q1 2023, its #77 holding.
Coppell Advisory Solutions Corp first reported a position in Vanguard Small-Cap ETF in Q4 2022 and has held it in 2 quarters since.
1,641 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.