Coppell Advisory Solutions’s Vanguard Mid-Cap ETF VO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,344	Closed	-$155K	–	1820
2024 Q4	$155K	Buy	2,344 +344	+17%	+$23.4K	0.02%	327
2024 Q3	$132K	Sell	2,000 -1,252	-38%	-$78.6K	0.02%	353
2024 Q2	$197K	Buy	+3,252	New	+$198K	0.03%	262
2023 Q4	$89.1K	Sell	1,532 -16,908	-92%	-$903K	0.02%	382
2023 Q3	$940K	Buy	18,440 +7,872	+74%	+$432K	0.32%	74
2023 Q2	$576K	Sell	10,568 -4,620	-30%	-$242K	0.16%	115
2023 Q1	$788K	Sell	15,188 -3,252	-18%	-$173K	0.26%	98
2022 Q4	$940K	Buy	+18,440	New	+$939K	0.32%	77

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Coppell Advisory Solutions's VO Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Vanguard Mid-Cap ETF (VO) in Q1 2025, closing a stake of 2,344 shares — an estimated $155K sold.

Coppell Advisory Solutions first reported a position in VO in Q4 2022 and held it in 8 quarters. The position peaked at $940K in Q3 2023. 2,124 funds tracked by Wall St. Rank hold VO as of Q1 2025.

Coppell Advisory Solutions reported no remaining Vanguard Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 2,344 Vanguard Mid-Cap ETF shares in Q1 2025, an estimated $155K.
Coppell Advisory Solutions first reported a position in Vanguard Mid-Cap ETF in Q4 2022 and held it in 8 quarters.
Coppell Advisory Solutions's Vanguard Mid-Cap ETF position peaked at $940K in Q3 2023.
2,124 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.