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Coppell Advisory Solutions Corp’s Vanguard Morningstar Value ETF VTV Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio VTV Stock Details VTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$1.38M Buy
+8,452
New +$1.3M 0.26% 89
2023
Q1 		$1.89M Buy
13,869
+828
+6% +$116K 0.62% 38
2022
Q4 		$1.83M Buy
+13,041
New +$1.8M 0.62% 40

Other funds holding VTV

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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

Coppell Advisory Solutions Corp opened a new position in Vanguard Morningstar Value ETF (VTV) in Q1 2024: 8,452 shares worth $1.38M. The stake represents 0.26% of the portfolio and ranks #89 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in VTV as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in VTV in Q4 2022 and has held it in 3 quarters since. The position peaked at $1.89M in Q1 2023. 2,062 funds tracked by Wall St. Rank hold VTV as of Q1 2024.

  • Coppell Advisory Solutions Corp held 8,452 shares of Vanguard Morningstar Value ETF worth $1.38M as of Q1 2024.
  • Vanguard Morningstar Value ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • Vanguard Morningstar Value ETF made up 0.26% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #89 holding.
  • Coppell Advisory Solutions Corp first reported a position in Vanguard Morningstar Value ETF in Q4 2022 and has held it in 3 quarters since.
  • Coppell Advisory Solutions Corp's Vanguard Morningstar Value ETF position peaked at $1.89M in Q1 2023.
  • 2,062 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q1 2024.

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