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Coppell Advisory Solutions Corp’s Vanguard S&P 500 ETF VOO Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$6.73M Buy
+13,990
New +$6.4M 1.27% 14
2023
Q1 		$5.08M Sell
13,685
-214
-2% -$78.5K 1.67% 7
2022
Q4 		$4.88M Buy
+13,899
New +$4.91M 1.65% 6

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 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

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

Coppell Advisory Solutions Corp opened a new position in Vanguard S&P 500 ETF (VOO) in Q1 2024: 13,990 shares worth $6.73M. The stake represents 1.27% of the portfolio and ranks #14 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in VOO as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in VOO in Q4 2022 and has held it in 3 quarters since. 2,746 funds tracked by Wall St. Rank hold VOO as of Q1 2024.

  • Coppell Advisory Solutions Corp held 13,990 shares of Vanguard S&P 500 ETF worth $6.73M as of Q1 2024.
  • Vanguard S&P 500 ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • Vanguard S&P 500 ETF made up 1.27% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #14 holding.
  • Coppell Advisory Solutions Corp first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 3 quarters since.
  • 2,746 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2024.

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