Coppell Advisory Solutions Corp’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$1.48M	Buy	31,033 +30,946	+35,570%	+$1.46M	0.49%	51
2022 Q4	$4.06K	Buy	+87	New	+$4.15K	﹤0.01%	753

Other funds holding VTIP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

HWA

Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Coppell Advisory Solutions Corp increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 35,570% in Q1 2023, buying an estimated $1.46M and bringing the position to 31,033 shares worth $1.48M. The position accounts for 0.49% of the portfolio, ranked #51.

Coppell Advisory Solutions Corp first reported a position in VTIP in Q4 2022 and has held it in 2 quarters since. 776 funds tracked by Wall St. Rank hold VTIP as of Q1 2023.

Coppell Advisory Solutions Corp held 31,033 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.48M as of Q1 2023.
Coppell Advisory Solutions Corp bought 30,946 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2023, an estimated $1.46M.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.49% of Coppell Advisory Solutions Corp's portfolio in Q1 2023, its #51 holding.
Coppell Advisory Solutions Corp first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2022 and has held it in 2 quarters since.
776 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2023.

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