CF
VTI icon

Copperwynd Financial’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Copperwynd Financial’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$295K Sell
972
-16,776
-95% -$4.72M 0.07% 122
2025
Q1 		$4.88M Sell
17,748
-394
-2% -$114K 1.35% 14
2024
Q4 		$5.26M Sell
18,142
-1,242
-6% -$362K 1.45% 15
2024
Q3 		$5.49M Sell
19,384
-423
-2% -$115K 1.65% 12
2024
Q2 		$5.4M Buy
19,807
+1,766
+10% +$457K 1.76% 12
2024
Q1 		$4.69M Sell
18,041
-588
-3% -$145K 1.69% 13
2023
Q4 		$4.42M Buy
+18,629
New +$4.12M 1.76% 12
2021
Q3 		– Sell
-2,633
Closed -$587K – 127
2021
Q2 		$587K Buy
+2,633
New +$571K 0.25% 76

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Copperwynd Financial's VTI Position: Q2 2025 in Review

Copperwynd Financial reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 95% in Q2 2025, selling an estimated $4.72M and leaving 972 shares worth $295K. The position accounts for 0.07% of the portfolio, ranked #122.

Copperwynd Financial first reported a position in VTI in Q2 2021 and has held it in 8 quarters since. The position peaked at $5.49M in Q3 2024. 3,219 funds tracked by Wall St. Rank hold VTI as of Q2 2025.

  • Copperwynd Financial held 972 shares of Vanguard Morningstar Total Stock Market ETF worth $295K as of Q2 2025.
  • Copperwynd Financial sold 16,776 Vanguard Morningstar Total Stock Market ETF shares in Q2 2025, an estimated $4.72M.
  • Vanguard Morningstar Total Stock Market ETF made up 0.07% of Copperwynd Financial's portfolio in Q2 2025, its #122 holding.
  • Copperwynd Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2021 and has held it in 8 quarters since.
  • Copperwynd Financial's Vanguard Morningstar Total Stock Market ETF position peaked at $5.49M in Q3 2024.
  • 3,219 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2025.

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