Brandywine Oak Private Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Brandywine Oak Private Wealth’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$938K	Buy	4,018 +1,203	+43%	+$289K	0.07%	120
2026 Q2	$666K	Sell	2,815 -49	-2%	-$11.3K	0.05%	143
2026 Q1	$616K	Sell	2,864 -538	-16%	-$120K	0.05%	139
2025 Q4	$748K	Buy	3,402 +571	+20%	+$125K	0.06%	127
2025 Q3	$611K	Buy	2,831 +1	+0%	+$210	0.05%	140
2025 Q2	$579K	Hold	2,830	–	–	0.05%	136
2025 Q1	$549K	Buy	2,830 +1	+0%	+$199	0.05%	139
2024 Q4	$554K	Buy	2,829 +1	+0%	+$200	0.05%	141
2024 Q3	$560K	Sell	2,828 -154	-5%	-$29.3K	0.05%	141
2024 Q2	$544K	Hold	2,982	–	–	0.06%	138
2024 Q1	$545K	Hold	2,982	–	–	0.06%	147
2023 Q4	$508K	Sell	2,982 -599	-17%	-$96.4K	0.06%	146
2023 Q3	$556K	Buy	3,581 +1	+0%	+$162	0.07%	137
2023 Q2	$582K	Hold	3,580	–	–	0.07%	141
2023 Q1	$551K	Sell	3,580 -1,008	-22%	-$154K	0.06%	149
2022 Q4	$697K	Sell	4,588 -2,911	-39%	-$434K	0.09%	127
2022 Q3	$1.01M	Sell	7,499 -1,124	-13%	-$167K	0.14%	93
2022 Q2	$1.24M	Sell	8,623 -1,393	-14%	-$212K	0.16%	89
2022 Q1	$1.62M	Buy	10,016 +612	+7%	+$98.7K	0.19%	87
2021 Q4	$1.46M	Buy	9,404 +187	+2%	+$30.8K	0.16%	98
2021 Q3	$1.42M	Buy	9,217 +166	+2%	+$26.5K	0.16%	98
2021 Q2	$1.4M	Buy	9,051 +4,512	+99%	+$693K	0.16%	100
2021 Q1	$667K	Buy	4,539 +2,378	+110%	+$338K	0.1%	127
2020 Q4	$305K	Buy	2,161 +517	+31%	+$70.1K	0.05%	192
2020 Q3	$211K	Buy	+1,644	New	+$207K	0.04%	249
2020 Q1	–	Sell	-1,660	Closed	-$207K	–	259
2019 Q4	$207K	Buy	+1,660	New	+$201K	0.04%	232
2019 Q1	–	Sell	-632	Closed	-$61K	–	608
2018 Q4	$61K	Buy	+632	New	+$65.9K	0.01%	340

Other funds holding VIG

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return

Brandywine Oak Private Wealth's VIG Position: Q3 2026 in Review

Brandywine Oak Private Wealth increased its Vanguard Dividend Appreciation ETF (VIG) stake by 43% in Q3 2026, buying an estimated $289K and bringing the position to 4,018 shares worth $938K. The position accounts for 0.07% of the portfolio, ranked #120.

Brandywine Oak Private Wealth first reported a position in VIG in Q4 2018 and has held it in 27 quarters since. The position peaked at $1.62M in Q1 2022. 1,909 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

Brandywine Oak Private Wealth held 4,018 shares of Vanguard Dividend Appreciation ETF worth $938K as of Q3 2026.
Brandywine Oak Private Wealth bought 1,203 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $289K.
Vanguard Dividend Appreciation ETF made up 0.07% of Brandywine Oak Private Wealth's portfolio in Q3 2026, its #120 holding.
Brandywine Oak Private Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and has held it in 27 quarters since.
Brandywine Oak Private Wealth's Vanguard Dividend Appreciation ETF position peaked at $1.62M in Q1 2022.
1,909 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.