Coppell Advisory Solutions’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-270	Closed	-$30.9K	–	1838
2024 Q4	$30.9K	Hold	270	–	–	﹤0.01%	731
2024 Q3	$34K	Sell	270 -27	-9%	-$3.25K	0.01%	679
2024 Q2	$34.9K	Buy	+297	New	+$34.9K	0.01%	588
2023 Q4	$31.1K	Buy	270 +248	+1,127%	+$26.7K	0.01%	614
2023 Q3	$2.26K	Sell	22 -276	-93%	-$30.6K	﹤0.01%	827
2023 Q2	$32.5K	Buy	+298	New	+$32.8K	0.01%	469
2023 Q1	–	Sell	-22	Closed	-$2.26K	–	1069
2022 Q4	$2.26K	Buy	+22	New	+$2.21K	﹤0.01%	829

Other funds holding VSS

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

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

Coppell Advisory Solutions sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q1 2025, closing a stake of 270 shares — an estimated $30.9K sold.

Coppell Advisory Solutions first reported a position in VSS in Q4 2022 and held it in 7 quarters. The position peaked at $34.9K in Q2 2024. 618 funds tracked by Wall St. Rank hold VSS as of Q1 2025.

Coppell Advisory Solutions reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 270 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2025, an estimated $30.9K.
Coppell Advisory Solutions first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $34.9K in Q2 2024.
618 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2025.

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