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Coppell Advisory Solutions Corp’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$206K Buy
+874
New +$196K 0.04% 253
2023
Q1 		– Sell
-787
Closed -$141K – 1062
2022
Q4 		$141K Buy
+787
New +$143K 0.05% 192

Other funds holding VOT

Morgan Stanley
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AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

Coppell Advisory Solutions Corp opened a new position in Vanguard Mid-Cap Growth ETF (VOT) in Q1 2024: 874 shares worth $206K. The stake represents 0.04% of the portfolio and ranks #253 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in VOT as recently as Q4 2022.

Coppell Advisory Solutions Corp first reported a position in VOT in Q4 2022 and has held it in 2 quarters since. 865 funds tracked by Wall St. Rank hold VOT as of Q1 2024.

  • Coppell Advisory Solutions Corp held 874 shares of Vanguard Mid-Cap Growth ETF worth $206K as of Q1 2024.
  • Vanguard Mid-Cap Growth ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • Vanguard Mid-Cap Growth ETF made up 0.04% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #253 holding.
  • Coppell Advisory Solutions Corp first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2022 and has held it in 2 quarters since.
  • 865 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2024.

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