Copperwynd Financial’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Copperwynd Financial’s Portfolio VWO Stock Details VWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$10.3M	Sell	209,056 -27,420	-12%	-$1.27M	2.58%	9
2025 Q1	$10.7M	Buy	+236,476	New	+$10.6M	2.95%	10
2021 Q2	–	Sell	-119,708	Closed	-$6.23M	–	129
2021 Q1	$6.23M	Buy	+119,708	New	+$6.37M	2.8%	12
2019 Q2	–	Sell	-52,632	Closed	-$2.24M	–	109
2019 Q1	$2.24M	Sell	52,632 -4,764	-8%	-$196K	1.34%	21
2018 Q4	$2.19M	Sell	57,396 -4,400	-7%	-$170K	1.35%	15
2018 Q3	$2.53M	Sell	61,796 -5,038	-8%	-$212K	1.54%	20
2018 Q2	$2.82M	Sell	66,834 -5,178	-7%	-$234K	1.98%	16
2018 Q1	$3.38M	Sell	72,012 -46,197	-39%	-$2.22M	2.32%	11
2017 Q4	$5.43M	Buy	+118,209	New	+$5.28M	3.96%	8

Other funds holding VWO

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

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

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

Betterment LLC New York $52.8B AUM 15.34% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Copperwynd Financial's VWO Position: Q2 2025 in Review

Copperwynd Financial reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 12% in Q2 2025, selling an estimated $1.27M and leaving 209,056 shares worth $10.3M. The position accounts for 2.58% of the portfolio, ranked #9.

Copperwynd Financial first reported a position in VWO in Q4 2017 and has held it in 9 quarters since. The position peaked at $10.7M in Q1 2025. 2,264 funds tracked by Wall St. Rank hold VWO as of Q2 2025.

Copperwynd Financial held 209,056 shares of Vanguard FTSE Emerging Markets ETF worth $10.3M as of Q2 2025.
Copperwynd Financial sold 27,420 Vanguard FTSE Emerging Markets ETF shares in Q2 2025, an estimated $1.27M.
Vanguard FTSE Emerging Markets ETF made up 2.58% of Copperwynd Financial's portfolio in Q2 2025, its #9 holding.
Copperwynd Financial first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2017 and has held it in 9 quarters since.
Copperwynd Financial's Vanguard FTSE Emerging Markets ETF position peaked at $10.7M in Q1 2025.
2,264 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2025.

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