Coppell Advisory Solutions’s Vanguard Utilities ETF VPU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$788K	Buy	+3,049	New	+$598K	0.07%	217
2026 Q1	–	Sell	-2,399	Closed	-$447K	–	365
2025 Q4	$447K	Buy	2,399 +184	+8%	+$35.3K	0.04%	268
2025 Q3	$418K	Buy	2,215 +938	+73%	+$172K	0.04%	275
2025 Q2	$225K	Hold	1,277	–	–	0.03%	340
2025 Q1	$219K	Sell	1,277 -82	-6%	-$13.9K	0.03%	305
2024 Q4	$222K	Buy	1,359 +105	+8%	+$18K	0.03%	260
2024 Q3	$217K	Sell	1,254 -13	-1%	-$2.09K	0.03%	269
2024 Q2	$187K	Buy	+1,267	New	+$189K	0.03%	269
2023 Q4	$70K	Buy	511 +213	+71%	+$28.1K	0.01%	425
2023 Q3	$45.8K	Buy	298 +1	+0.3%	+$140	0.02%	334
2023 Q2	$41.8K	Sell	297 -1,699	-85%	-$249K	0.01%	439
2023 Q1	$292K	Buy	1,996 +1,698	+570%	+$251K	0.1%	164
2022 Q4	$45.8K	Buy	+298	New	+$44.2K	0.02%	337

Other funds holding VPU

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

BCMIO

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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Coppell Advisory Solutions opened a new position in Vanguard Utilities ETF (VPU) in Q2 2026: 3,049 shares worth $788K. The stake represents 0.07% of the portfolio and ranks #217 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in VPU as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in VPU in Q4 2022 and has held it in 13 quarters since. 694 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Coppell Advisory Solutions held 3,049 shares of Vanguard Utilities ETF worth $788K as of Q2 2026.
Vanguard Utilities ETF was a new Coppell Advisory Solutions position in Q2 2026.
Vanguard Utilities ETF made up 0.07% of Coppell Advisory Solutions's portfolio in Q2 2026, its #217 holding.
Coppell Advisory Solutions first reported a position in Vanguard Utilities ETF in Q4 2022 and has held it in 13 quarters since.
694 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

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