Coppell Advisory Solutions’s Vanguard Russell 2000 ETF VTWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-494	Closed	-$44.1K	–	1845
2024 Q4	$44.1K	Sell	494 -7	-1%	-$646	0.01%	623
2024 Q3	$44.6K	Buy	501 +310	+162%	+$26.8K	0.01%	586
2024 Q2	$15.7K	Buy	+191	New	+$15.6K	﹤0.01%	872
2023 Q4	$2.03K	Buy	+25	New	+$1.81K	﹤0.01%	1291
2023 Q3	–	Sell	-25	Closed	-$1.89K	–	1568
2023 Q2	$1.89K	Buy	+25	New	+$1.8K	﹤0.01%	1031

Other funds holding VTWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

NIM

NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SRA

Summit Rock Advisors New York $16M AUM

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of Vanguard Russell 2000 ETF (VTWO) in Q1 2025, closing a stake of 494 shares — an estimated $44.1K sold.

Coppell Advisory Solutions first reported a position in VTWO in Q2 2023 and held it in 5 quarters. The position peaked at $44.6K in Q3 2024. 581 funds tracked by Wall St. Rank hold VTWO as of Q1 2025.

Coppell Advisory Solutions reported no remaining Vanguard Russell 2000 ETF position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 494 Vanguard Russell 2000 ETF shares in Q1 2025, an estimated $44.1K.
Coppell Advisory Solutions first reported a position in Vanguard Russell 2000 ETF in Q2 2023 and held it in 5 quarters.
Coppell Advisory Solutions's Vanguard Russell 2000 ETF position peaked at $44.6K in Q3 2024.
581 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2025.

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