Vermillion Wealth Management’s Broadridge BR Stock Holding History

Vermillion Wealth Management’s Portfolio BR Stock Details BR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-3	Closed	-$487	–	1660
2026 Q1	$487	Buy	+3	New	+$570	﹤0.01%	1028

Other funds holding BR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vermillion Wealth Management's BR Position: Q2 2026 in Review

Vermillion Wealth Management sold out of Broadridge (BR) in Q2 2026, closing a stake of 3 shares — an estimated $487 sold.

Vermillion Wealth Management first reported a position in BR in Q1 2026 and held it in 1 quarter. The position peaked at $487 in Q1 2026. 1,011 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Vermillion Wealth Management reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
Vermillion Wealth Management sold 3 Broadridge shares in Q2 2026, an estimated $487.
Vermillion Wealth Management first reported a position in Broadridge in Q1 2026 and held it in 1 quarter.
Vermillion Wealth Management's Broadridge position peaked at $487 in Q1 2026.
1,011 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.