CAS
VAW icon

Coppell Advisory Solutions’s Vanguard Materials ETF VAW Stock Holding History

Coppell Advisory Solutions’s Portfolio VAW Stock Details VAW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,821
Closed -$382K – 341
2025
Q4 		$382K Buy
1,821
+192
+12% +$38.7K 0.04% 294
2025
Q3 		$331K Buy
+1,629
New +$331K 0.04% 317
2025
Q1 		– Sell
-781
Closed -$146K – 1800
2024
Q4 		$146K Buy
781
+136
+21% +$28K 0.02% 337
2024
Q3 		$137K Sell
645
-64
-9% -$12.8K 0.02% 347
2024
Q2 		$137K Buy
+709
New +$141K 0.02% 331
2023
Q4 		$2.66K Buy
+14
New +$2.46K ﹤0.01% 1239

Other funds holding VAW

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return