Coppell Advisory Solutions’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.9M	Buy	+4,590	New	+$1.64M	0.24%	81
2026 Q1	–	Sell	-2,577	Closed	-$871K	–	366
2025 Q4	$871K	Buy	2,577 +8	+0.3%	+$2.66K	0.09%	183
2025 Q3	$840K	Buy	2,569 +327	+15%	+$103K	0.09%	186
2025 Q2	$680K	Buy	2,242 +300	+15%	+$84.4K	0.08%	193
2025 Q1	$530K	Buy	1,942 +792	+69%	+$230K	0.07%	204
2024 Q4	$334K	Sell	1,150 -22	-2%	-$6.42K	0.05%	202
2024 Q3	$331K	Sell	1,172 -325	-22%	-$88.6K	0.05%	205
2024 Q2	$400K	Buy	+1,497	New	+$387K	0.07%	173
2023 Q4	$241K	Sell	1,014 -543	-35%	-$120K	0.05%	240
2023 Q3	$298K	Buy	1,557 +524	+51%	+$116K	0.1%	137
2023 Q2	$225K	Sell	1,033 -461	-31%	-$96.2K	0.06%	177
2023 Q1	$300K	Sell	1,494 -63	-4%	-$12.6K	0.1%	158
2022 Q4	$298K	Buy	+1,557	New	+$300K	0.1%	140

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Coppell Advisory Solutions opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026: 4,590 shares worth $2.9M. The stake represents 0.24% of the portfolio and ranks #81 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in VTI as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in VTI in Q4 2022 and has held it in 13 quarters since. 3,687 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Coppell Advisory Solutions held 4,590 shares of Vanguard Morningstar Total Stock Market ETF worth $2.9M as of Q2 2026.
Vanguard Morningstar Total Stock Market ETF was a new Coppell Advisory Solutions position in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.24% of Coppell Advisory Solutions's portfolio in Q2 2026, its #81 holding.
Coppell Advisory Solutions first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 13 quarters since.
3,687 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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