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

Copperwynd Financial’s Portfolio VBR Stock Details VBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$202K	Buy	+1,037	New	+$192K	0.05%	155

Other funds holding VBR

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Copperwynd Financial's VBR Position: Q2 2025 in Review

Copperwynd Financial opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q2 2025: 1,037 shares worth $202K. The stake represents 0.05% of the portfolio and ranks #155 among its holdings.

1,560 funds tracked by Wall St. Rank hold VBR as of Q2 2025.

Copperwynd Financial held 1,037 shares of Vanguard Morningstar Small-Cap Value ETF worth $202K as of Q2 2025.
Vanguard Morningstar Small-Cap Value ETF was a new Copperwynd Financial position in Q2 2025.
Vanguard Morningstar Small-Cap Value ETF made up 0.05% of Copperwynd Financial's portfolio in Q2 2025, its #155 holding.
1,560 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2025.

Based on Copperwynd Financial's 13F filing for Q2 2025, filed 24 Jul 2025.