Coppell Advisory Solutions Corp’s Vanguard Utilities ETF VPU Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio VPU Stock Details VPU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$292K	Buy	1,996 +1,698	+570%	+$251K	0.1%	164
2022 Q4	$45.8K	Buy	+298	New	+$44.2K	0.02%	337

Other funds holding VPU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Coppell Advisory Solutions Corp's VPU Position: Q1 2023 in Review

Coppell Advisory Solutions Corp increased its Vanguard Utilities ETF (VPU) stake by 570% in Q1 2023, buying an estimated $251K and bringing the position to 1,996 shares worth $292K. The position accounts for 0.1% of the portfolio, ranked #164.

Coppell Advisory Solutions Corp first reported a position in VPU in Q4 2022 and has held it in 2 quarters since. 487 funds tracked by Wall St. Rank hold VPU as of Q1 2023.

Coppell Advisory Solutions Corp held 1,996 shares of Vanguard Utilities ETF worth $292K as of Q1 2023.
Coppell Advisory Solutions Corp bought 1,698 Vanguard Utilities ETF shares in Q1 2023, an estimated $251K.
Vanguard Utilities ETF made up 0.1% of Coppell Advisory Solutions Corp's portfolio in Q1 2023, its #164 holding.
Coppell Advisory Solutions Corp first reported a position in Vanguard Utilities ETF in Q4 2022 and has held it in 2 quarters since.
487 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.