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Coppell Advisory Solutions’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Coppell Advisory Solutions’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.06M Buy
+2,241
New +$642K 0.25% 77
2026
Q1 		– Sell
-2,014
Closed -$525K – 342
2025
Q4 		$525K Sell
2,014
-6
-0.3% -$1.54K 0.05% 245
2025
Q3 		$513K Buy
2,020
+42
+2% +$10.4K 0.05% 246
2025
Q2 		$470K Sell
1,978
-39
-2% -$8.7K 0.06% 252
2025
Q1 		$437K Sell
2,017
-205
-9% -$49K 0.06% 225
2024
Q4 		$534K Sell
2,222
-116
-5% -$28.5K 0.07% 164
2024
Q3 		$554K Sell
2,338
-229
-9% -$52K 0.08% 161
2024
Q2 		$560K Buy
+2,567
New +$564K 0.09% 146
2023
Q4 		$115K Sell
541
-2,427
-82% -$468K 0.02% 340
2023
Q3 		$545K Buy
2,968
+1,204
+68% +$240K 0.19% 106
2023
Q2 		$349K Sell
1,764
-4,125
-70% -$779K 0.1% 140
2023
Q1 		$1.09M Buy
5,889
+2,921
+98% +$566K 0.36% 77
2022
Q4 		$545K Buy
+2,968
New +$550K 0.18% 110

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Coppell Advisory Solutions's VB Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q2 2026: 2,241 shares worth $3.06M. The stake represents 0.25% of the portfolio and ranks #77 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in VB as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in VB in Q4 2022 and has held it in 13 quarters since. 2,486 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Coppell Advisory Solutions held 2,241 shares of Vanguard Morningstar Small-Cap ETF worth $3.06M as of Q2 2026.
  • Vanguard Morningstar Small-Cap ETF was a new Coppell Advisory Solutions position in Q2 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.25% of Coppell Advisory Solutions's portfolio in Q2 2026, its #77 holding.
  • Coppell Advisory Solutions first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and has held it in 13 quarters since.
  • 2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.