Coppell Advisory Solutions’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-8,654	Closed	-$1.92M	–	358
2025 Q4	$1.92M	Buy	8,654 +118	+1%	+$25.8K	0.19%	112
2025 Q3	$1.83M	Buy	8,536 +2,872	+51%	+$603K	0.19%	116
2025 Q2	$1.15M	Buy	5,664 +138	+2%	+$26.7K	0.14%	155
2025 Q1	$1.05M	Buy	5,526 +97	+2%	+$19.3K	0.15%	139
2024 Q4	$1.06M	Buy	5,429 +174	+3%	+$34.7K	0.15%	119
2024 Q3	$1.04M	Sell	5,255 -2,727	-34%	-$519K	0.15%	120
2024 Q2	$1.46M	Buy	+7,982	New	+$1.44M	0.24%	91
2023 Q4	$1.2M	Buy	7,043 +6,318	+871%	+$1.02M	0.24%	93
2023 Q3	$110K	Sell	725 -3,915	-84%	-$635K	0.04%	212
2023 Q2	$746K	Buy	4,640 +1,011	+28%	+$158K	0.21%	102
2023 Q1	$552K	Buy	3,629 +3,170	+691%	+$486K	0.18%	119
2022 Q4	$69.7K	Buy	+459	New	+$68.4K	0.02%	263

Other funds holding VIG

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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

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

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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

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

Coppell Advisory Solutions sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2026, closing a stake of 8,654 shares — an estimated $1.92M sold.

Coppell Advisory Solutions first reported a position in VIG in Q4 2022 and held it in 12 quarters. The position peaked at $1.92M in Q4 2025. 2,515 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Coppell Advisory Solutions reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2026 after selling out during the quarter.
Coppell Advisory Solutions sold 8,654 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $1.92M.
Coppell Advisory Solutions first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and held it in 12 quarters.
Coppell Advisory Solutions's Vanguard Dividend Appreciation ETF position peaked at $1.92M in Q4 2025.
2,515 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

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