Brophy Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$2.85M	Buy	+44,496	New	+$2.76M	1.02%	19

Other funds holding VUG

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Brophy Wealth Management opened a new position in Vanguard Growth ETF (VUG) in Q3 2024: 44,496 shares worth $2.85M. The stake represents 1.02% of the portfolio and ranks #19 among its holdings.

2,220 funds tracked by Wall St. Rank hold VUG as of Q3 2024.

Brophy Wealth Management held 44,496 shares of Vanguard Growth ETF worth $2.85M as of Q3 2024.
Vanguard Growth ETF was a new Brophy Wealth Management position in Q3 2024.
Vanguard Growth ETF made up 1.02% of Brophy Wealth Management's portfolio in Q3 2024, its #19 holding.
2,220 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q3 2024.

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