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Coppell Advisory Solutions Corp’s Vanguard Consumer Staples ETF VDC Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio VDC Stock Details VDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$209K Buy
+1,022
New +$201K 0.04% 250
2023
Q1 		– Sell
-240
Closed -$46K – 1048
2022
Q4 		$46K Buy
+240
New +$45.1K 0.02% 335

Other funds holding VDC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Coppell Advisory Solutions Corp opened a new position in Vanguard Consumer Staples ETF (VDC) in Q1 2024: 1,022 shares worth $209K. The stake represents 0.04% of the portfolio and ranks #250 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in VDC as recently as Q4 2022.

Coppell Advisory Solutions Corp first reported a position in VDC in Q4 2022 and has held it in 2 quarters since. 574 funds tracked by Wall St. Rank hold VDC as of Q1 2024.

  • Coppell Advisory Solutions Corp held 1,022 shares of Vanguard Consumer Staples ETF worth $209K as of Q1 2024.
  • Vanguard Consumer Staples ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • Vanguard Consumer Staples ETF made up 0.04% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #250 holding.
  • Coppell Advisory Solutions Corp first reported a position in Vanguard Consumer Staples ETF in Q4 2022 and has held it in 2 quarters since.
  • 574 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2024.

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