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 New York $1.81T AUM 41.13% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2025, closing a stake of 675 shares — an estimated $32.7K sold.

Coppell Advisory Solutions first reported a position in VTIP in Q4 2022 and held it in 8 quarters. The position peaked at $1.48M in Q1 2023. 789 funds tracked by Wall St. Rank hold VTIP as of Q1 2025.

Coppell Advisory Solutions reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 675 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2025, an estimated $32.7K.
Coppell Advisory Solutions first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2022 and held it in 8 quarters.
Coppell Advisory Solutions's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.48M in Q1 2023.
789 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2025.

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