CASC
VV icon

Coppell Advisory Solutions Corp’s Vanguard Large-Cap ETF VV Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$2.77M Buy
+11,564
New +$2.65M 0.52% 44
2023
Q1 		$2.14M Buy
11,617
+370
+3% +$67.4K 0.7% 31
2022
Q4 		$1.96M Buy
+11,247
New +$1.97M 0.66% 37

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Coppell Advisory Solutions Corp opened a new position in Vanguard Large-Cap ETF (VV) in Q1 2024: 11,564 shares worth $2.77M. The stake represents 0.52% of the portfolio and ranks #44 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in VV as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in VV in Q4 2022 and has held it in 3 quarters since. 1,045 funds tracked by Wall St. Rank hold VV as of Q1 2024.

  • Coppell Advisory Solutions Corp held 11,564 shares of Vanguard Large-Cap ETF worth $2.77M as of Q1 2024.
  • Vanguard Large-Cap ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • Vanguard Large-Cap ETF made up 0.52% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #44 holding.
  • Coppell Advisory Solutions Corp first reported a position in Vanguard Large-Cap ETF in Q4 2022 and has held it in 3 quarters since.
  • 1,045 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2024.

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