Copperwynd Financial’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Copperwynd Financial’s Portfolio VEA Stock Details VEA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$21.8M	Sell	382,216 -83,442	-18%	-$4.47M	5.44%	5
2025 Q1	$23.7M	Buy	465,658 +461,022	+9,944%	+$23.3M	6.53%	3
2024 Q4	$222K	Buy	4,636 +68	+1%	+$3.42K	0.06%	129
2024 Q3	$241K	Buy	4,568 +13	+0.3%	+$661	0.07%	133
2024 Q2	$232K	Buy	+4,555	New	+$227K	0.08%	135
2018 Q1	–	Sell	-6,221	Closed	-$279K	–	105
2017 Q4	$279K	Buy	+6,221	New	+$275K	0.2%	79

Other funds holding VEA

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Copperwynd Financial's VEA Position: Q2 2025 in Review

Copperwynd Financial reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 18% in Q2 2025, selling an estimated $4.47M and leaving 382,216 shares worth $21.8M. The position accounts for 5.44% of the portfolio, ranked #5.

Copperwynd Financial first reported a position in VEA in Q4 2017 and has held it in 6 quarters since. The position peaked at $23.7M in Q1 2025. 2,544 funds tracked by Wall St. Rank hold VEA as of Q2 2025.

Copperwynd Financial held 382,216 shares of Vanguard FTSE Developed Markets ETF worth $21.8M as of Q2 2025.
Copperwynd Financial sold 83,442 Vanguard FTSE Developed Markets ETF shares in Q2 2025, an estimated $4.47M.
Vanguard FTSE Developed Markets ETF made up 5.44% of Copperwynd Financial's portfolio in Q2 2025, its #5 holding.
Copperwynd Financial first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2017 and has held it in 6 quarters since.
Copperwynd Financial's Vanguard FTSE Developed Markets ETF position peaked at $23.7M in Q1 2025.
2,544 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2025.

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