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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
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

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Brandywine Oak Private Wealth's VIG Position: Q2 2026 in Review

Brandywine Oak Private Wealth reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.7% in Q2 2026, selling an estimated $11.3K and leaving 2,815 shares worth $666K. The position accounts for 0.05% of the portfolio, ranked #143.

Brandywine Oak Private Wealth first reported a position in VIG in Q4 2018 and has held it in 26 quarters since. The position peaked at $1.62M in Q1 2022. 1,400 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Brandywine Oak Private Wealth held 2,815 shares of Vanguard Dividend Appreciation ETF worth $666K as of Q2 2026.
  • Brandywine Oak Private Wealth sold 49 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $11.3K.
  • Vanguard Dividend Appreciation ETF made up 0.05% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #143 holding.
  • Brandywine Oak Private Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and has held it in 26 quarters since.
  • Brandywine Oak Private Wealth's Vanguard Dividend Appreciation ETF position peaked at $1.62M in Q1 2022.
  • 1,400 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.