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 Q2	$852K	Buy	+1,795	New	+$608K	0.07%	210
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return

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

Coppell Advisory Solutions opened a new position in Vanguard Industrials ETF (VIS) in Q2 2026: 1,795 shares worth $852K. The stake represents 0.07% of the portfolio and ranks #210 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in VIS as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in VIS in Q4 2023 and has held it in 6 quarters since. 623 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

Coppell Advisory Solutions held 1,795 shares of Vanguard Industrials ETF worth $852K as of Q2 2026.
Vanguard Industrials ETF was a new Coppell Advisory Solutions position in Q2 2026.
Vanguard Industrials ETF made up 0.07% of Coppell Advisory Solutions's portfolio in Q2 2026, its #210 holding.
Coppell Advisory Solutions first reported a position in Vanguard Industrials ETF in Q4 2023 and has held it in 6 quarters since.
623 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

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