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

Coppell Advisory Solutions’s Portfolio VBK Stock Details VBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$848K	Buy	+4,625	New	+$1.58M	0.07%	211
2026 Q1	–	Sell	-1,909	Closed	-$582K	–	343
2025 Q4	$582K	Buy	1,909 +584	+44%	+$176K	0.06%	235
2025 Q3	$395K	Buy	1,325 +115	+10%	+$33.2K	0.04%	285
2025 Q2	$334K	Sell	1,210 -60	-5%	-$15.4K	0.04%	288
2025 Q1	$316K	Buy	1,270 +29	+2%	+$8.04K	0.04%	255
2024 Q4	$348K	Buy	1,241 +378	+44%	+$107K	0.05%	197
2024 Q3	$231K	Buy	863 +46	+6%	+$11.8K	0.03%	256
2024 Q2	$204K	Buy	+817	New	+$204K	0.03%	254
2023 Q4	$151K	Buy	625 +70	+13%	+$15.2K	0.03%	297
2023 Q3	$111K	Sell	555 -69	-11%	-$15.7K	0.04%	211
2023 Q2	$142K	Buy	+624	New	+$136K	0.04%	224
2023 Q1	–	Sell	-555	Closed	-$111K	–	1043
2022 Q4	$111K	Buy	+555	New	+$114K	0.04%	214

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Coppell Advisory Solutions opened a new position in Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2026: 4,625 shares worth $848K. The stake represents 0.07% of the portfolio and ranks #211 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in VBK as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in VBK in Q4 2022 and has held it in 12 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Coppell Advisory Solutions held 4,625 shares of Vanguard Morningstar Small-Cap Growth ETF worth $848K as of Q2 2026.
Vanguard Morningstar Small-Cap Growth ETF was a new Coppell Advisory Solutions position in Q2 2026.
Vanguard Morningstar Small-Cap Growth ETF made up 0.07% of Coppell Advisory Solutions's portfolio in Q2 2026, its #211 holding.
Coppell Advisory Solutions first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2022 and has held it in 12 quarters since.
1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

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