Coppell Advisory Solutions’s Vanguard Financials ETF VFH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,910	Closed	-$391K	–	354
2025 Q4	$391K	Buy	2,910 +292	+11%	+$37.9K	0.04%	287
2025 Q3	$346K	Buy	+2,618	New	+$339K	0.04%	308
2025 Q1	–	Sell	-1,340	Closed	-$158K	–	1809
2024 Q4	$158K	Buy	1,340 +56	+4%	+$6.62K	0.02%	322
2024 Q3	$141K	Sell	1,284 -176	-12%	-$18.7K	0.02%	341
2024 Q2	$146K	Buy	+1,460	New	+$146K	0.02%	316
2023 Q4	$6.55K	Buy	+71	New	+$5.97K	﹤0.01%	1046
2023 Q3	–	Sell	-741	Closed	-$59.8K	–	1559
2023 Q2	$59.8K	Buy	+741	New	+$58.2K	0.02%	320

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of Vanguard Financials ETF (VFH) in Q1 2026, closing a stake of 2,910 shares — an estimated $391K sold.

Coppell Advisory Solutions first reported a position in VFH in Q2 2023 and held it in 7 quarters. The position peaked at $391K in Q4 2025. 738 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

Coppell Advisory Solutions reported no remaining Vanguard Financials ETF position as of Q1 2026 after selling out during the quarter.
Coppell Advisory Solutions sold 2,910 Vanguard Financials ETF shares in Q1 2026, an estimated $391K.
Coppell Advisory Solutions first reported a position in Vanguard Financials ETF in Q2 2023 and held it in 7 quarters.
Coppell Advisory Solutions's Vanguard Financials ETF position peaked at $391K in Q4 2025.
738 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

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