Copperwynd Financial’s Vanguard Real Estate ETF VNQ Stock Holding History

Copperwynd Financial’s Portfolio VNQ Stock Details VNQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.99M	Buy	+33,624	New	+$2.97M	0.75%	30
2025 Q1	–	Sell	-28,844	Closed	-$2.57M	–	156
2024 Q4	$2.57M	Buy	28,844 +2,175	+8%	+$206K	0.71%	29
2024 Q3	$2.6M	Buy	+26,669	New	+$2.46M	0.78%	22
2024 Q2	–	Sell	-24,021	Closed	-$2.08M	–	155
2024 Q1	$2.08M	Buy	+24,021	New	+$2.05M	0.75%	23
2022 Q2	–	Sell	-14,473	Closed	-$1.57M	–	134
2022 Q1	$1.57M	Buy	14,473 +183	+1%	+$19.4K	0.65%	32
2021 Q4	$1.66M	Sell	14,290 -291	-2%	-$31.8K	0.63%	23
2021 Q3	$1.48M	Buy	+14,581	New	+$1.55M	0.61%	25
2020 Q1	–	Sell	-17,218	Closed	-$1.6M	–	110
2019 Q4	$1.6M	Sell	17,218 -60,143	-78%	-$5.57M	0.85%	30
2019 Q3	$7.06M	Buy	+77,361	New	+$7.02M	4.01%	7

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

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

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

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

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Copperwynd Financial's VNQ Position: Q2 2025 in Review

Copperwynd Financial opened a new position in Vanguard Real Estate ETF (VNQ) in Q2 2025: 33,624 shares worth $2.99M. The stake represents 0.75% of the portfolio and ranks #30 among its holdings. This is a return to the name: Copperwynd Financial previously reported a position in VNQ as recently as Q4 2024.

Copperwynd Financial first reported a position in VNQ in Q3 2019 and has held it in 9 quarters since. The position peaked at $7.06M in Q3 2019. 1,671 funds tracked by Wall St. Rank hold VNQ as of Q2 2025.

Copperwynd Financial held 33,624 shares of Vanguard Real Estate ETF worth $2.99M as of Q2 2025.
Vanguard Real Estate ETF was a new Copperwynd Financial position in Q2 2025.
Vanguard Real Estate ETF made up 0.75% of Copperwynd Financial's portfolio in Q2 2025, its #30 holding.
Copperwynd Financial first reported a position in Vanguard Real Estate ETF in Q3 2019 and has held it in 9 quarters since.
Copperwynd Financial's Vanguard Real Estate ETF position peaked at $7.06M in Q3 2019.
1,671 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2025.

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