Copperwynd Financial’s Vanguard S&P 500 ETF VOO Stock Holding History

Copperwynd Financial’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$6.75M	Buy	11,880 +10,421	+714%	+$5.48M	1.68%	12
2025 Q1	$750K	Sell	1,459 -21,406	-94%	-$11.6M	0.21%	97
2024 Q4	$12.3M	Buy	22,865 +1,547	+7%	+$838K	3.4%	8
2024 Q3	$11.2M	Buy	21,318 +1,712	+9%	+$870K	3.39%	8
2024 Q2	$9.92M	Buy	19,606 +298	+2%	+$143K	3.24%	8
2024 Q1	$9.28M	Buy	19,308 +695	+4%	+$318K	3.34%	8
2023 Q4	$8.13M	Buy	18,613 +1,127	+6%	+$461K	3.23%	9
2023 Q3	$6.87M	Sell	17,486 -88	-0.5%	-$36K	3.22%	9
2023 Q2	$7.16M	Buy	+17,574	New	+$6.78M	3.33%	7
2023 Q1	–	Sell	-623	Closed	-$219K	–	155
2022 Q4	$219K	Buy	+623	New	+$220K	0.12%	122
2021 Q1	–	Sell	-1,092	Closed	-$375K	–	126
2020 Q4	$375K	Buy	+1,092	New	+$356K	0.18%	96

Other funds holding VOO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Copperwynd Financial's VOO Position: Q2 2025 in Review

Copperwynd Financial increased its Vanguard S&P 500 ETF (VOO) stake by 714% in Q2 2025, buying an estimated $5.48M and bringing the position to 11,880 shares worth $6.75M. The position accounts for 1.68% of the portfolio, ranked #12.

Copperwynd Financial first reported a position in VOO in Q4 2020 and has held it in 11 quarters since. The position peaked at $12.3M in Q4 2024. 3,384 funds tracked by Wall St. Rank hold VOO as of Q2 2025.

Copperwynd Financial held 11,880 shares of Vanguard S&P 500 ETF worth $6.75M as of Q2 2025.
Copperwynd Financial bought 10,421 Vanguard S&P 500 ETF shares in Q2 2025, an estimated $5.48M.
Vanguard S&P 500 ETF made up 1.68% of Copperwynd Financial's portfolio in Q2 2025, its #12 holding.
Copperwynd Financial first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 11 quarters since.
Copperwynd Financial's Vanguard S&P 500 ETF position peaked at $12.3M in Q4 2024.
3,384 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2025.

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