VMBS β€” VANGUARD SCOTTSDALE FDS

Ownership history in Brophy Wealth Management, LLC  Β·  1 quarter on record

This page tracks every 13F SEC filing in which Brophy Wealth Management, LLC reported a position in VANGUARD SCOTTSDALE FDS (VMBS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
2.33% (2024 Q3)
πŸ“Š Avg. % of fund
2.33%
πŸ“… First filed
2024 Q3
πŸ“… Last filed
2024 Q3
⏱ Quarters held
1
% of Fund (quarterly)    VMBS price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 INITIATED 137,779 β€” β€” 2.33% $6.5M $44.35

🏒 Other funds also holding VMBS

As of 2025 Q4 β€” sorted by position size

POWER WEALTH MANAGEMENT LLC 11.49% STERLING INVESTMENT MANAGEMENT, LLC 3Y 7Y 8.7% Bell Investment Advisors, Inc 3Y 7.74% Evergreen Advisors, LLC 3Y 7Y 7.64% Family CFO Inc 3Y 6.6% Cravens & Co Advisors, LLC 3Y 6.55% Angeles Investment Advisors, LLC 3Y 7Y 6.04% Mendota Financial Group, LLC 3Y 5.92% Dynamic Wealth Strategies, LLC 5.4% Windward Private Wealth Management Inc. 3Y 5.39%
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