Coppell Advisory Solutions’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-675	Closed	-$32.7K	–	1842
2024 Q4	$32.7K	Sell	675 -10	-1%	-$489	﹤0.01%	716
2024 Q3	$33.8K	Hold	685	–	–	0.01%	681
2024 Q2	$33.2K	Buy	+685	New	+$32.9K	0.01%	608
2023 Q4	$27.9K	Buy	588 +501	+576%	+$23.7K	0.01%	641
2023 Q3	$4.06K	Sell	87 -48	-36%	-$2.27K	﹤0.01%	749
2023 Q2	$6.39K	Sell	135 -30,898	-100%	-$1.47M	﹤0.01%	801
2023 Q1	$1.48M	Buy	31,033 +30,946	+35,570%	+$1.46M	0.49%	51
2022 Q4	$4.06K	Buy	+87	New	+$4.15K	﹤0.01%	753

Other funds holding VTIP

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

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

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return