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Coppell Advisory Solutions Corp’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$762K Buy
+13,284
New +$730K 0.14% 124
2023
Q1 		$2.6M Buy
63,588
+55,722
+708% +$2.17M 0.85% 23
2022
Q4 		$279K Buy
+7,866
New +$289K 0.09% 146

Other funds holding VUG

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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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Coppell Advisory Solutions Corp opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q1 2024: 13,284 shares worth $762K. The stake represents 0.14% of the portfolio and ranks #124 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in VUG as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in VUG in Q4 2022 and has held it in 3 quarters since. The position peaked at $2.6M in Q1 2023. 2,095 funds tracked by Wall St. Rank hold VUG as of Q1 2024.

  • Coppell Advisory Solutions Corp held 13,284 shares of Vanguard Morningstar Growth ETF worth $762K as of Q1 2024.
  • Vanguard Morningstar Growth ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • Vanguard Morningstar Growth ETF made up 0.14% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #124 holding.
  • Coppell Advisory Solutions Corp first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 3 quarters since.
  • Coppell Advisory Solutions Corp's Vanguard Morningstar Growth ETF position peaked at $2.6M in Q1 2023.
  • 2,095 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2024.

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