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Copperwynd Financial’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Copperwynd Financial’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-43,862
Closed -$10.5M – 155
2024
Q4 		$10.5M Buy
+43,862
New +$10.8M 2.91% 11
2018
Q1 		– Sell
-35,241
Closed -$5.21M – 104
2017
Q4 		$5.21M Buy
+35,241
New +$5.1M 3.8% 10

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Copperwynd Financial's VB Position: Q1 2025 in Review

Copperwynd Financial sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q1 2025, closing a stake of 43,862 shares — an estimated $10.5M sold.

Copperwynd Financial first reported a position in VB in Q4 2017 and held it in 2 quarters. The position peaked at $10.5M in Q4 2024. 2,158 funds tracked by Wall St. Rank hold VB as of Q1 2025.

  • Copperwynd Financial reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Copperwynd Financial sold 43,862 Vanguard Morningstar Small-Cap ETF shares in Q1 2025, an estimated $10.5M.
  • Copperwynd Financial first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2017 and held it in 2 quarters.
  • Copperwynd Financial's Vanguard Morningstar Small-Cap ETF position peaked at $10.5M in Q4 2024.
  • 2,158 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2025.

Based on Copperwynd Financial's 13F filing for Q1 2025, filed 5 May 2025.