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Coppell Advisory Solutions’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Coppell Advisory Solutions’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,310
Closed -$494K – 344
2025
Q4 		$494K Buy
2,310
+146
+7% +$30.6K 0.05% 249
2025
Q3 		$450K Buy
2,164
+179
+9% +$36.6K 0.05% 268
2025
Q2 		$389K Buy
1,985
+160
+9% +$29.6K 0.05% 271
2025
Q1 		$330K Buy
1,825
+208
+13% +$41.1K 0.05% 252
2024
Q4 		$320K Sell
1,617
-11
-0.7% -$2.26K 0.04% 209
2024
Q3 		$326K Buy
1,628
+12
+0.7% +$2.31K 0.05% 208
2024
Q2 		$295K Buy
+1,616
New +$299K 0.05% 207
2023
Q4 		$277K Buy
1,540
+135
+10% +$22K 0.06% 221
2023
Q3 		$223K Sell
1,405
-102
-7% -$17.1K 0.08% 154
2023
Q2 		$248K Sell
1,507
-159
-10% -$25K 0.07% 165
2023
Q1 		$260K Buy
1,666
+261
+19% +$43.2K 0.09% 172
2022
Q4 		$223K Buy
+1,405
New +$224K 0.08% 158
2020
Q4 		$244K Buy
+1,716
New +$221K 0.12% 145

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of Vanguard Small-Cap Value ETF (VBR) in Q1 2026, closing a stake of 2,310 shares — an estimated $494K sold.

Coppell Advisory Solutions first reported a position in VBR in Q4 2020 and held it in 13 quarters. The position peaked at $494K in Q4 2025. 1,701 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Coppell Advisory Solutions reported no remaining Vanguard Small-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Coppell Advisory Solutions sold 2,310 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $494K.
  • Coppell Advisory Solutions first reported a position in Vanguard Small-Cap Value ETF in Q4 2020 and held it in 13 quarters.
  • Coppell Advisory Solutions's Vanguard Small-Cap Value ETF position peaked at $494K in Q4 2025.
  • 1,701 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

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