Brophy Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$1.16M	Buy	+2,206	New	+$1.12M	0.42%	52

Other funds holding VOO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

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

Brophy Wealth Management opened a new position in Vanguard S&P 500 ETF (VOO) in Q3 2024: 2,206 shares worth $1.16M. The stake represents 0.42% of the portfolio and ranks #52 among its holdings.

2,927 funds tracked by Wall St. Rank hold VOO as of Q3 2024.

Brophy Wealth Management held 2,206 shares of Vanguard S&P 500 ETF worth $1.16M as of Q3 2024.
Vanguard S&P 500 ETF was a new Brophy Wealth Management position in Q3 2024.
Vanguard S&P 500 ETF made up 0.42% of Brophy Wealth Management's portfolio in Q3 2024, its #52 holding.
2,927 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2024.

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