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Coppell Advisory Solutions Corp’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio VIG Stock Details VIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$1.15M Buy
+6,275
New +$1.1M 0.22% 107
2023
Q1 		$552K Buy
3,629
+3,170
+691% +$486K 0.18% 119
2022
Q4 		$69.7K Buy
+459
New +$68.4K 0.02% 263

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Coppell Advisory Solutions Corp opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q1 2024: 6,275 shares worth $1.15M. The stake represents 0.22% of the portfolio and ranks #107 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in VIG as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in VIG in Q4 2022 and has held it in 3 quarters since. 2,038 funds tracked by Wall St. Rank hold VIG as of Q1 2024.

  • Coppell Advisory Solutions Corp held 6,275 shares of Vanguard Dividend Appreciation ETF worth $1.15M as of Q1 2024.
  • Vanguard Dividend Appreciation ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • Vanguard Dividend Appreciation ETF made up 0.22% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #107 holding.
  • Coppell Advisory Solutions Corp first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 3 quarters since.
  • 2,038 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2024.

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