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Coppell Advisory Solutions Corp’s Vanguard Total Stock Market ETF VTI Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$289K Buy
+1,113
New +$275K 0.05% 195
2023
Q1 		$300K Sell
1,494
-63
-4% -$12.6K 0.1% 158
2022
Q4 		$298K Buy
+1,557
New +$300K 0.1% 140

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Coppell Advisory Solutions Corp opened a new position in Vanguard Total Stock Market ETF (VTI) in Q1 2024: 1,113 shares worth $289K. The stake represents 0.05% of the portfolio and ranks #195 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in VTI as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in VTI in Q4 2022 and has held it in 3 quarters since. The position peaked at $300K in Q1 2023. 2,733 funds tracked by Wall St. Rank hold VTI as of Q1 2024.

  • Coppell Advisory Solutions Corp held 1,113 shares of Vanguard Total Stock Market ETF worth $289K as of Q1 2024.
  • Vanguard Total Stock Market ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • Vanguard Total Stock Market ETF made up 0.05% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #195 holding.
  • Coppell Advisory Solutions Corp first reported a position in Vanguard Total Stock Market ETF in Q4 2022 and has held it in 3 quarters since.
  • Coppell Advisory Solutions Corp's Vanguard Total Stock Market ETF position peaked at $300K in Q1 2023.
  • 2,733 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2024.

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