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Brophy Wealth Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Brophy Wealth Management’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$3.92M Buy
+14,671
New +$3.76M 1.4% 13

Other funds holding VBK

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
AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Brophy Wealth Management's VBK Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in Vanguard Small-Cap Growth ETF (VBK) in Q3 2024: 14,671 shares worth $3.92M. The stake represents 1.4% of the portfolio and ranks #13 among its holdings.

1,021 funds tracked by Wall St. Rank hold VBK as of Q3 2024.

  • Brophy Wealth Management held 14,671 shares of Vanguard Small-Cap Growth ETF worth $3.92M as of Q3 2024.
  • Vanguard Small-Cap Growth ETF was a new Brophy Wealth Management position in Q3 2024.
  • Vanguard Small-Cap Growth ETF made up 1.4% of Brophy Wealth Management's portfolio in Q3 2024, its #13 holding.
  • 1,021 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.