Coppell Advisory Solutions’s Vanguard Morningstar Growth ETF VUG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.55M	Buy	+58,670	New	+$4.94M	0.21%	90
2026 Q1	–	Sell	-32,166	Closed	-$2.64M	–	369
2025 Q4	$2.64M	Buy	32,166 +2,976	+10%	+$242K	0.26%	80
2025 Q3	$2.33M	Buy	29,190 +2,514	+9%	+$192K	0.25%	82
2025 Q2	$1.94M	Buy	26,676 +1,494	+6%	+$98.4K	0.23%	95
2025 Q1	$1.59M	Sell	25,182 -3,078	-11%	-$208K	0.22%	112
2024 Q4	$1.95M	Buy	28,260 +5,130	+22%	+$345K	0.27%	75
2024 Q3	$1.47M	Buy	23,130 +4,704	+26%	+$292K	0.22%	98
2024 Q2	$1.15M	Buy	+18,426	New	+$1.07M	0.19%	104
2023 Q4	$692K	Buy	13,356 +5,490	+70%	+$265K	0.14%	137
2023 Q3	$279K	Sell	7,866 -29,298	-79%	-$1.38M	0.1%	143
2023 Q2	$1.73M	Sell	37,164 -26,424	-42%	-$1.15M	0.49%	45
2023 Q1	$2.6M	Buy	63,588 +55,722	+708%	+$2.17M	0.85%	23
2022 Q4	$279K	Buy	+7,866	New	+$289K	0.09%	146
2020 Q4	$303K	Buy	+7,170	New	+$286K	0.15%	130

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Coppell Advisory Solutions opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2026: 58,670 shares worth $2.55M. The stake represents 0.21% of the portfolio and ranks #90 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in VUG as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in VUG in Q4 2020 and has held it in 14 quarters since. The position peaked at $2.64M in Q4 2025. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Coppell Advisory Solutions held 58,670 shares of Vanguard Morningstar Growth ETF worth $2.55M as of Q2 2026.
Vanguard Morningstar Growth ETF was a new Coppell Advisory Solutions position in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.21% of Coppell Advisory Solutions's portfolio in Q2 2026, its #90 holding.
Coppell Advisory Solutions first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 14 quarters since.
Coppell Advisory Solutions's Vanguard Morningstar Growth ETF position peaked at $2.64M in Q4 2025.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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