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Coppell Advisory Solutions’s Vanguard 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
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 $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Coppell Advisory Solutions's VTI Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of Vanguard Total Stock Market ETF (VTI) in Q1 2026, closing a stake of 2,577 shares — an estimated $871K sold.

Coppell Advisory Solutions first reported a position in VTI in Q4 2022 and held it in 12 quarters. The position peaked at $871K in Q4 2025. 3,554 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Coppell Advisory Solutions reported no remaining Vanguard Total Stock Market ETF position as of Q1 2026 after selling out during the quarter.
  • Coppell Advisory Solutions sold 2,577 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $871K.
  • Coppell Advisory Solutions first reported a position in Vanguard Total Stock Market ETF in Q4 2022 and held it in 12 quarters.
  • Coppell Advisory Solutions's Vanguard Total Stock Market ETF position peaked at $871K in Q4 2025.
  • 3,554 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.