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 Q2	$376K	Buy	+4,715	New	+$516K	0.03%	343
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 $1.55T 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

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

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

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

PCH

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

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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Coppell Advisory Solutions opened a new position in Vanguard Information Technology ETF (VGT) in Q2 2026: 4,715 shares worth $376K. The stake represents 0.03% of the portfolio and ranks #343 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in VGT as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in VGT in Q4 2022 and has held it in 12 quarters since. The position peaked at $792K in Q4 2025. 2,194 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Coppell Advisory Solutions held 4,715 shares of Vanguard Information Technology ETF worth $376K as of Q2 2026.
Vanguard Information Technology ETF was a new Coppell Advisory Solutions position in Q2 2026.
Vanguard Information Technology ETF made up 0.03% of Coppell Advisory Solutions's portfolio in Q2 2026, its #343 holding.
Coppell Advisory Solutions first reported a position in Vanguard Information Technology ETF in Q4 2022 and has held it in 12 quarters since.
Coppell Advisory Solutions's Vanguard Information Technology ETF position peaked at $792K in Q4 2025.
2,194 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

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