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Coppell Advisory Solutions Corp’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio VWO Stock Details VWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$287K Buy
+6,870
New +$280K 0.05% 197
2023
Q1 		– Sell
-3,664
Closed -$143K – 1073
2022
Q4 		$143K Buy
+3,664
New +$140K 0.05% 191

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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Coppell Advisory Solutions Corp opened a new position in Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2024: 6,870 shares worth $287K. The stake represents 0.05% of the portfolio and ranks #197 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in VWO as recently as Q4 2022.

Coppell Advisory Solutions Corp first reported a position in VWO in Q4 2022 and has held it in 2 quarters since. 2,032 funds tracked by Wall St. Rank hold VWO as of Q1 2024.

  • Coppell Advisory Solutions Corp held 6,870 shares of Vanguard FTSE Emerging Markets ETF worth $287K as of Q1 2024.
  • Vanguard FTSE Emerging Markets ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • Vanguard FTSE Emerging Markets ETF made up 0.05% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #197 holding.
  • Coppell Advisory Solutions Corp first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2022 and has held it in 2 quarters since.
  • 2,032 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2024.

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