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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Coppell Advisory Solutions's VB Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q1 2026, closing a stake of 2,014 shares — an estimated $525K sold.

Coppell Advisory Solutions first reported a position in VB in Q4 2022 and held it in 12 quarters. The position peaked at $1.09M in Q1 2023. 2,388 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Coppell Advisory Solutions reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Coppell Advisory Solutions sold 2,014 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $525K.
  • Coppell Advisory Solutions first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and held it in 12 quarters.
  • Coppell Advisory Solutions's Vanguard Morningstar Small-Cap ETF position peaked at $1.09M in Q1 2023.
  • 2,388 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.