SEC 13F Intelligence

Copperwynd Financial, LLC / VEA

Copperwynd Financial, LLC’s Vanguard Tax-Managed Fds Position

Does Copperwynd Financial, LLC own Vanguard Tax-Managed Fds (VEA)? Yes — 382.2K shares worth $22M (+5.44% of its 13F portfolio) as of Q2 2025, down from 465.7K shares the prior filed quarter.

Position Value
$22M
Q2 2025
Shares
382.2K
% of Portfolio
+5.44%
Quarters Held
5
currently held

Position History VEA

Reported value by quarter
Q2 ’24: $231,920Q2 ’24Q3 ’24: $241,238Q3 ’24Q4 ’24: $221,684Q4 ’24Q1 ’25: $24MQ1 ’25Q2 ’25: $22MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2025382.2K$22M+5.44%
Q1 2025465.7K$24M+6.53%
Q4 20244.6K$221,684+0.06%
Q3 20244.6K$241,238+0.07%
Q2 20244.6K$231,920+0.08%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Copperwynd Financial, LLC’s full portfolio or all institutional holders of VEA.