Coppell Advisory Solutions’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-942	Closed	-$374K	–	347
2025 Q4	$374K	Buy	942 +85	+10%	+$33.3K	0.04%	297
2025 Q3	$342K	Buy	+857	New	+$326K	0.04%	309
2025 Q1	–	Sell	-430	Closed	-$163K	–	1802
2024 Q4	$163K	Buy	430 +27	+7%	+$9.75K	0.02%	316
2024 Q3	$138K	Sell	403 -14	-3%	-$4.47K	0.02%	345
2024 Q2	$130K	Buy	+417	New	+$128K	0.02%	336

Other funds holding VCR

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

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

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

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of Vanguard Consumer Discretionary ETF (VCR) in Q1 2026, closing a stake of 942 shares — an estimated $374K sold.

Coppell Advisory Solutions first reported a position in VCR in Q2 2024 and held it in 5 quarters. The position peaked at $374K in Q4 2025. 553 funds tracked by Wall St. Rank hold VCR as of Q1 2026.

Coppell Advisory Solutions reported no remaining Vanguard Consumer Discretionary ETF position as of Q1 2026 after selling out during the quarter.
Coppell Advisory Solutions sold 942 Vanguard Consumer Discretionary ETF shares in Q1 2026, an estimated $374K.
Coppell Advisory Solutions first reported a position in Vanguard Consumer Discretionary ETF in Q2 2024 and held it in 5 quarters.
Coppell Advisory Solutions's Vanguard Consumer Discretionary ETF position peaked at $374K in Q4 2025.
553 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q1 2026.

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