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Vanguard Small-Cap ETF shares owned by Copperwynd Financial

Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Copperwynd Financial from 13F filings

Historical chart of Copperwynd Financial investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap ETF held by Copperwynd Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap ETF by Copperwynd Financial

Quarter filed Position value Share count Share price at filing
2024-12-31 $11M 44k 240.28
2017-12-31 $5.2M 35k 147.81

More positions owned by Copperwynd Financial

Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Glacier Ban (GBCI)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Tesla Motors (TSLA)

View all positions for Copperwynd Financial

Top funds holding Vanguard Small-Cap ETF

Morgan Stanley
Wells Fargo & Company
Envestnet Asset Management
LPL Financial
UBS Group
Mercer Global Advisors
Northwestern Mutual Wealth Management Company
Jones Financial Companies, L.L
Captrust Financial Advisors
Ameriprise Financial
Royal Bank of Canada
Raymond James Financial
Creative Planning
Pnc Financial Services
Charles Schwab Investment Management

View all funds holding Vanguard Small-Cap ETF