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Vanguard S&p 500 Etf idx shares owned by Copperwynd Financial

Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Copperwynd Financial from 13F filings

Historical chart of Copperwynd Financial investment in Vanguard S&p 500 Etf idx

Tip: Access up to 7 years of quarterly data

All positions including Vanguard S&p 500 Etf idx held by Copperwynd Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Copperwynd Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $9.3M 19k 480.71
2023-09-30 $6.9M 18k 392.70
2023-06-30 $7.2M 18k 407.28
2022-12-31 $219k 623 351.34
2020-12-31 $375k 1.1k 343.41

More positions owned by Copperwynd Financial

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard World Mega Grwth Ind (MGK)
Glacier Ban (GBCI)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Schwab Charles Family Amt Tax Free Mny (SCTXX)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Meta Platforms Cl A (META)

View all positions for Copperwynd Financial

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Group
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Morgan Stanley
Goldman Sachs Group
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Bank of New York Mellon
Ameriprise Financial
Mercer Global Advisors
Royal Bank of Canada
Global Assets Advisory
HPM Partners

View all funds holding Vanguard S&p 500 Etf idx