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Copperwynd Financial’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Copperwynd Financial’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$32.2M Buy
440,724
+436,122
+9,477% +$28.7M 8.03% 1
2025
Q1 		$284K Buy
4,602
+1,170
+34% +$78.9K 0.08% 122
2024
Q4 		$235K Sell
3,432
-522
-13% -$35.1K 0.06% 126
2024
Q3 		$253K Sell
3,954
-152,808
-97% -$9.47M 0.08% 123
2024
Q2 		$9.6M Sell
156,762
-13,128
-8% -$766K 3.13% 10
2024
Q1 		$9.75M Buy
169,890
+2,574
+2% +$142K 3.51% 7
2023
Q4 		$8.67M Buy
167,316
+4,536
+3% +$219K 3.45% 8
2023
Q3 		$7.39M Sell
162,780
-2,946
-2% -$139K 3.47% 8
2023
Q2 		$7.82M Buy
165,726
+1,752
+1% +$76K 3.64% 6
2023
Q1 		$6.82M Buy
+163,974
New +$6.38M 3.48% 6

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Copperwynd Financial's VUG Position: Q2 2025 in Review

Copperwynd Financial increased its Vanguard Morningstar Growth ETF (VUG) stake by 9,477% in Q2 2025, buying an estimated $28.7M and bringing the position to 440,724 shares worth $32.2M. The position accounts for 8.03% of the portfolio, ranked #1.

Copperwynd Financial first reported a position in VUG in Q1 2023 and has held it in 10 quarters since. 2,495 funds tracked by Wall St. Rank hold VUG as of Q2 2025.

  • Copperwynd Financial held 440,724 shares of Vanguard Morningstar Growth ETF worth $32.2M as of Q2 2025.
  • Copperwynd Financial bought 436,122 Vanguard Morningstar Growth ETF shares in Q2 2025, an estimated $28.7M.
  • Vanguard Morningstar Growth ETF made up 8.03% of Copperwynd Financial's portfolio in Q2 2025, its #1 holding.
  • Copperwynd Financial first reported a position in Vanguard Morningstar Growth ETF in Q1 2023 and has held it in 10 quarters since.
  • 2,495 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2025.

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