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Coppell Advisory Solutions’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Coppell Advisory Solutions’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.94M Buy
+22,639
New +$7.55M 0.33% 60
2026
Q1 		– Sell
-11,522
Closed -$3.65M – 370
2025
Q4 		$3.65M Sell
11,522
-38
-0.3% -$11.9K 0.36% 51
2025
Q3 		$3.55M Buy
11,560
+126
+1% +$37.3K 0.38% 48
2025
Q2 		$3.25M Buy
11,434
+93
+0.8% +$24.5K 0.39% 48
2025
Q1 		$2.89M Sell
11,341
-160
-1% -$43.3K 0.4% 50
2024
Q4 		$3.11M Sell
11,501
-217
-2% -$58.8K 0.44% 42
2024
Q3 		$3.07M Sell
11,718
-93
-0.8% -$23.6K 0.45% 43
2024
Q2 		$2.95M Buy
+11,811
New +$2.84M 0.49% 40
2023
Q4 		$2.53M Buy
11,584
+337
+3% +$68.9K 0.5% 42
2023
Q3 		$1.96M Sell
11,247
-343
-3% -$69.9K 0.67% 36
2023
Q2 		$2.32M Sell
11,590
-27
-0.2% -$5.17K 0.66% 29
2023
Q1 		$2.14M Buy
11,617
+370
+3% +$67.4K 0.7% 31
2022
Q4 		$1.96M Buy
+11,247
New +$1.97M 0.66% 37

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Coppell Advisory Solutions opened a new position in Vanguard Morningstar Large-Cap ETF (VV) in Q2 2026: 22,639 shares worth $3.94M. The stake represents 0.33% of the portfolio and ranks #60 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in VV as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in VV in Q4 2022 and has held it in 13 quarters since. 1,370 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Coppell Advisory Solutions held 22,639 shares of Vanguard Morningstar Large-Cap ETF worth $3.94M as of Q2 2026.
  • Vanguard Morningstar Large-Cap ETF was a new Coppell Advisory Solutions position in Q2 2026.
  • Vanguard Morningstar Large-Cap ETF made up 0.33% of Coppell Advisory Solutions's portfolio in Q2 2026, its #60 holding.
  • Coppell Advisory Solutions first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2022 and has held it in 13 quarters since.
  • 1,370 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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