CASC
VGT icon

Coppell Advisory Solutions Corp’s Vanguard Information Technology ETF VGT Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio VGT Stock Details VGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$217K Buy
+3,304
New +$209K 0.04% 247
2023
Q1 		– Sell
-4,216
Closed -$168K – 1052
2022
Q4 		$168K Buy
+4,216
New +$172K 0.06% 176

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Coppell Advisory Solutions Corp opened a new position in Vanguard Information Technology ETF (VGT) in Q1 2024: 3,304 shares worth $217K. The stake represents 0.04% of the portfolio and ranks #247 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in VGT as recently as Q4 2022.

Coppell Advisory Solutions Corp first reported a position in VGT in Q4 2022 and has held it in 2 quarters since. 1,457 funds tracked by Wall St. Rank hold VGT as of Q1 2024.

  • Coppell Advisory Solutions Corp held 3,304 shares of Vanguard Information Technology ETF worth $217K as of Q1 2024.
  • Vanguard Information Technology ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • Vanguard Information Technology ETF made up 0.04% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #247 holding.
  • Coppell Advisory Solutions Corp first reported a position in Vanguard Information Technology ETF in Q4 2022 and has held it in 2 quarters since.
  • 1,457 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2024.

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