Brophy Wealth Management’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Brophy Wealth Management’s Portfolio VCIT Stock Details VCIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$316K	Buy	+3,772	New	+$310K	0.11%	169

Other funds holding VCIT

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Brophy Wealth Management opened a new position in Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q3 2024: 3,772 shares worth $316K. The stake represents 0.11% of the portfolio and ranks #169 among its holdings.

1,079 funds tracked by Wall St. Rank hold VCIT as of Q3 2024.

Brophy Wealth Management held 3,772 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $316K as of Q3 2024.
Vanguard Intermediate-Term Corporate Bond ETF was a new Brophy Wealth Management position in Q3 2024.
Vanguard Intermediate-Term Corporate Bond ETF made up 0.11% of Brophy Wealth Management's portfolio in Q3 2024, its #169 holding.
1,079 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2024.

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