Brophy Wealth Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$7.91M	Buy	+47,156	New	+$7.5M	2.83%	6

Other funds holding VOE

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Brophy Wealth Management opened a new position in Vanguard Mid-Cap Value ETF (VOE) in Q3 2024: 47,156 shares worth $7.91M. The stake represents 2.83% of the portfolio and ranks #6 among its holdings.

1,030 funds tracked by Wall St. Rank hold VOE as of Q3 2024.

Brophy Wealth Management held 47,156 shares of Vanguard Mid-Cap Value ETF worth $7.91M as of Q3 2024.
Vanguard Mid-Cap Value ETF was a new Brophy Wealth Management position in Q3 2024.
Vanguard Mid-Cap Value ETF made up 2.83% of Brophy Wealth Management's portfolio in Q3 2024, its #6 holding.
1,030 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q3 2024.

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