Coppell Advisory Solutions’s Vanguard Energy ETF VDE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$552K	Buy	+4,015	New	+$650K	0.05%	272
2026 Q1	–	Sell	-3,372	Closed	-$427K	–	352
2025 Q4	$427K	Buy	3,372 +291	+9%	+$36.6K	0.04%	274
2025 Q3	$392K	Buy	3,081 +1,395	+83%	+$172K	0.04%	287
2025 Q2	$202K	Buy	+1,686	New	+$196K	0.02%	358
2025 Q1	–	Sell	-1,706	Closed	-$204K	–	1803
2024 Q4	$204K	Buy	1,706 +528	+45%	+$67.2K	0.03%	270
2024 Q3	$143K	Buy	1,178 +87	+8%	+$10.9K	0.02%	339
2024 Q2	$139K	Buy	+1,091	New	+$142K	0.02%	326
2023 Q4	$54.1K	Buy	+461	New	+$55.3K	0.01%	474
2023 Q3	–	Sell	-1,200	Closed	-$135K	–	1557
2023 Q2	$135K	Buy	+1,200	New	+$135K	0.04%	231

Other funds holding VDE

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

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Coppell Advisory Solutions opened a new position in Vanguard Energy ETF (VDE) in Q2 2026: 4,015 shares worth $552K. The stake represents 0.05% of the portfolio and ranks #272 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in VDE as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in VDE in Q2 2023 and has held it in 9 quarters since. 766 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Coppell Advisory Solutions held 4,015 shares of Vanguard Energy ETF worth $552K as of Q2 2026.
Vanguard Energy ETF was a new Coppell Advisory Solutions position in Q2 2026.
Vanguard Energy ETF made up 0.05% of Coppell Advisory Solutions's portfolio in Q2 2026, its #272 holding.
Coppell Advisory Solutions first reported a position in Vanguard Energy ETF in Q2 2023 and has held it in 9 quarters since.
766 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

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