Coppell Advisory Solutions’s Vanguard Information Technology ETF VGT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-8,328	Closed	-$792K	–	356
2025 Q4	$792K	Buy	8,328 +24	+0.3%	+$2.28K	0.08%	191
2025 Q3	$772K	Buy	8,304 +2,072	+33%	+$181K	0.08%	194
2025 Q2	$511K	Buy	6,232 +80	+1%	+$5.82K	0.06%	236
2025 Q1	$421K	Sell	6,152 -40	-0.6%	-$3.01K	0.06%	230
2024 Q4	$486K	Buy	6,192 +344	+6%	+$26.4K	0.07%	173
2024 Q3	$427K	Buy	5,848 +2,168	+59%	+$154K	0.06%	181
2024 Q2	$265K	Buy	+3,680	New	+$245K	0.04%	218
2023 Q4	$72.6K	Sell	1,200 -3,016	-72%	-$168K	0.01%	417
2023 Q3	$168K	Buy	4,216 +2,528	+150%	+$137K	0.06%	171
2023 Q2	$92K	Buy	+1,688	New	+$84.8K	0.03%	277
2023 Q1	–	Sell	-4,216	Closed	-$168K	–	1052
2022 Q4	$168K	Buy	+4,216	New	+$172K	0.06%	176

Other funds holding VGT

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Coppell Advisory Solutions sold out of Vanguard Information Technology ETF (VGT) in Q1 2026, closing a stake of 8,328 shares — an estimated $792K sold.

Coppell Advisory Solutions first reported a position in VGT in Q4 2022 and held it in 11 quarters. The position peaked at $792K in Q4 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Coppell Advisory Solutions reported no remaining Vanguard Information Technology ETF position as of Q1 2026 after selling out during the quarter.
Coppell Advisory Solutions sold 8,328 Vanguard Information Technology ETF shares in Q1 2026, an estimated $792K.
Coppell Advisory Solutions first reported a position in Vanguard Information Technology ETF in Q4 2022 and held it in 11 quarters.
Coppell Advisory Solutions's Vanguard Information Technology ETF position peaked at $792K in Q4 2025.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

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