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Coppell Advisory Solutions’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Coppell Advisory Solutions’s Portfolio VMBS Stock Details VMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-15,144
Closed -$714K – 361
2025
Q4 		$714K Sell
15,144
-533
-3% -$25.1K 0.07% 211
2025
Q3 		$737K Buy
15,677
+1,768
+13% +$82.1K 0.08% 198
2025
Q2 		$642K Buy
13,909
+3,265
+31% +$149K 0.08% 204
2025
Q1 		$493K Buy
10,644
+3,309
+45% +$151K 0.07% 212
2024
Q4 		$333K Sell
7,335
-2,451
-25% -$113K 0.05% 203
2024
Q3 		$463K Sell
9,786
-198
-2% -$9.22K 0.07% 173
2024
Q2 		$453K Buy
+9,984
New +$449K 0.07% 161
2023
Q4 		$10.4K Sell
225
-74
-25% -$3.27K ﹤0.01% 923
2023
Q3 		$13.6K Buy
299
+46
+18% +$2.07K ﹤0.01% 558
2023
Q2 		$11.6K Buy
+253
New +$11.7K ﹤0.01% 661
2023
Q1 		– Sell
-299
Closed -$13.6K – 1055
2022
Q4 		$13.6K Buy
+299
New +$13.5K ﹤0.01% 564

Other funds holding VMBS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q1 2026, closing a stake of 15,144 shares — an estimated $714K sold.

Coppell Advisory Solutions first reported a position in VMBS in Q4 2022 and held it in 11 quarters. The position peaked at $737K in Q3 2025. 705 funds tracked by Wall St. Rank hold VMBS as of Q1 2026.

  • Coppell Advisory Solutions reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q1 2026 after selling out during the quarter.
  • Coppell Advisory Solutions sold 15,144 Vanguard Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $714K.
  • Coppell Advisory Solutions first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2022 and held it in 11 quarters.
  • Coppell Advisory Solutions's Vanguard Mortgage-Backed Securities ETF position peaked at $737K in Q3 2025.
  • 705 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2026.

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