Brophy Wealth Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$6.83M	Buy	+28,066	New	+$6.54M	2.45%	9

Other funds holding VOT

Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

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

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

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

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

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

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

Brophy Wealth Management opened a new position in Vanguard Mid-Cap Growth ETF (VOT) in Q3 2024: 28,066 shares worth $6.83M. The stake represents 2.45% of the portfolio and ranks #9 among its holdings.

901 funds tracked by Wall St. Rank hold VOT as of Q3 2024.

Brophy Wealth Management held 28,066 shares of Vanguard Mid-Cap Growth ETF worth $6.83M as of Q3 2024.
Vanguard Mid-Cap Growth ETF was a new Brophy Wealth Management position in Q3 2024.
Vanguard Mid-Cap Growth ETF made up 2.45% of Brophy Wealth Management's portfolio in Q3 2024, its #9 holding.
901 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q3 2024.

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