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

Coppell Advisory Solutions Corp’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$306K Buy
+1,596
New +$288K 0.06% 190
2023
Q1 		$260K Buy
1,666
+261
+19% +$43.2K 0.09% 172
2022
Q4 		$223K Buy
+1,405
New +$224K 0.08% 158

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Jones Financial Companies
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Envestnet Asset Management
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Wells Fargo
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
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MG
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Coppell Advisory Solutions Corp's VBR Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in Vanguard Small-Cap Value ETF (VBR) in Q1 2024: 1,596 shares worth $306K. The stake represents 0.06% of the portfolio and ranks #190 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in VBR as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in VBR in Q4 2022 and has held it in 3 quarters since. 1,374 funds tracked by Wall St. Rank hold VBR as of Q1 2024.

  • Coppell Advisory Solutions Corp held 1,596 shares of Vanguard Small-Cap Value ETF worth $306K as of Q1 2024.
  • Vanguard Small-Cap Value ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • Vanguard Small-Cap Value ETF made up 0.06% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #190 holding.
  • Coppell Advisory Solutions Corp first reported a position in Vanguard Small-Cap Value ETF in Q4 2022 and has held it in 3 quarters since.
  • 1,374 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2024.

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