Coppell Advisory Solutions’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-300	Closed	-$76.5K	–	1827
2024 Q4	$76.5K	Sell	300 -11	-4%	-$2.83K	0.01%	480
2024 Q3	$75.5K	Sell	311 -586	-65%	-$136K	0.01%	451
2024 Q2	$206K	Buy	+897	New	+$206K	0.03%	252
2023 Q4	$218K	Buy	991 +204	+26%	+$40.8K	0.04%	255
2023 Q3	$141K	Buy	787 +66	+9%	+$13.5K	0.05%	187
2023 Q2	$147K	Buy	+721	New	+$140K	0.04%	220
2023 Q1	–	Sell	-787	Closed	-$141K	–	1062
2022 Q4	$141K	Buy	+787	New	+$143K	0.05%	192

Other funds holding VOT

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

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

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

Coppell Advisory Solutions sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q1 2025, closing a stake of 300 shares — an estimated $76.5K sold.

Coppell Advisory Solutions first reported a position in VOT in Q4 2022 and held it in 7 quarters. The position peaked at $218K in Q4 2023. 979 funds tracked by Wall St. Rank hold VOT as of Q1 2025.

Coppell Advisory Solutions reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 300 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2025, an estimated $76.5K.
Coppell Advisory Solutions first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $218K in Q4 2023.
979 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2025.

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