Copperwynd Financial’s Vanguard Information Technology ETF VGT Stock Holding History

Copperwynd Financial’s Portfolio VGT Stock Details VGT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$214K	Buy	+2,584	New	+$188K	0.05%	151

Other funds holding VGT

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Copperwynd Financial's VGT Position: Q2 2025 in Review

Copperwynd Financial opened a new position in Vanguard Information Technology ETF (VGT) in Q2 2025: 2,584 shares worth $214K. The stake represents 0.05% of the portfolio and ranks #151 among its holdings.

1,784 funds tracked by Wall St. Rank hold VGT as of Q2 2025.

Copperwynd Financial held 2,584 shares of Vanguard Information Technology ETF worth $214K as of Q2 2025.
Vanguard Information Technology ETF was a new Copperwynd Financial position in Q2 2025.
Vanguard Information Technology ETF made up 0.05% of Copperwynd Financial's portfolio in Q2 2025, its #151 holding.
1,784 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2025.

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