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Coppell Advisory Solutions’s Vanguard Industrials ETF VIS Stock Holding History

Coppell Advisory Solutions’s Portfolio VIS Stock Details VIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,406
Closed -$424K – 359
2025
Q4 		$424K Buy
1,406
+123
+10% +$36.5K 0.04% 277
2025
Q3 		$377K Buy
+1,283
New +$372K 0.04% 291
2024
Q4 		– Sell
-650
Closed -$168K – 2084
2024
Q3 		$168K Buy
650
+47
+8% +$11.5K 0.02% 315
2024
Q2 		$142K Buy
+603
New +$144K 0.02% 320
2023
Q4 		$2.87K Buy
+13
New +$2.62K ﹤0.01% 1221

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of Vanguard Industrials ETF (VIS) in Q1 2026, closing a stake of 1,406 shares — an estimated $424K sold.

Coppell Advisory Solutions first reported a position in VIS in Q4 2023 and held it in 5 quarters. The position peaked at $424K in Q4 2025. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

  • Coppell Advisory Solutions reported no remaining Vanguard Industrials ETF position as of Q1 2026 after selling out during the quarter.
  • Coppell Advisory Solutions sold 1,406 Vanguard Industrials ETF shares in Q1 2026, an estimated $424K.
  • Coppell Advisory Solutions first reported a position in Vanguard Industrials ETF in Q4 2023 and held it in 5 quarters.
  • Coppell Advisory Solutions's Vanguard Industrials ETF position peaked at $424K in Q4 2025.
  • 596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

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