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 Q2	$761K	Buy	+24,649	New	+$1.15M	0.06%	224
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

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

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

Coppell Advisory Solutions opened a new position in Vanguard Mortgage-Backed Securities ETF (VMBS) in Q2 2026: 24,649 shares worth $761K. The stake represents 0.06% of the portfolio and ranks #224 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in VMBS as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in VMBS in Q4 2022 and has held it in 12 quarters since. 711 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

Coppell Advisory Solutions held 24,649 shares of Vanguard Mortgage-Backed Securities ETF worth $761K as of Q2 2026.
Vanguard Mortgage-Backed Securities ETF was a new Coppell Advisory Solutions position in Q2 2026.
Vanguard Mortgage-Backed Securities ETF made up 0.06% of Coppell Advisory Solutions's portfolio in Q2 2026, its #224 holding.
Coppell Advisory Solutions first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2022 and has held it in 12 quarters since.
711 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

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