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Coppell Advisory Solutions’s Vanguard Morningstar 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
Q2 		$643K Buy
+4,511
New +$1.05M 0.05% 250
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 $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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 $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Coppell Advisory Solutions opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q2 2026: 4,511 shares worth $643K. The stake represents 0.05% of the portfolio and ranks #250 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in VBR as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in VBR in Q4 2020 and has held it in 14 quarters since. 1,766 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Coppell Advisory Solutions held 4,511 shares of Vanguard Morningstar Small-Cap Value ETF worth $643K as of Q2 2026.
  • Vanguard Morningstar Small-Cap Value ETF was a new Coppell Advisory Solutions position in Q2 2026.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.05% of Coppell Advisory Solutions's portfolio in Q2 2026, its #250 holding.
  • Coppell Advisory Solutions first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2020 and has held it in 14 quarters since.
  • 1,766 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

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