Brandywine Oak Private Wealth’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.94M	Buy	33,585 +14	+0%	+$1.55K	0.3%	42
2026 Q1	$3.42M	Sell	33,571 -402	-1%	-$41.8K	0.29%	47
2025 Q4	$3.32M	Sell	33,973 -77	-0.2%	-$7.43K	0.28%	49
2025 Q3	$3.24M	Sell	34,050 -305	-0.9%	-$27.9K	0.28%	48
2025 Q2	$2.94M	Sell	34,355 -401	-1%	-$32.6K	0.27%	50
2025 Q1	$2.92M	Sell	34,756 -68	-0.2%	-$6.17K	0.29%	47
2024 Q4	$3.25M	Sell	34,824 -6	-0%	-$572	0.32%	43
2024 Q3	$3.22M	Sell	34,830 -41	-0.1%	-$3.66K	0.31%	46
2024 Q2	$2.92M	Sell	34,871 -805	-2%	-$68.2K	0.3%	48
2024 Q1	$3.15M	Sell	35,676 -606	-2%	-$51.7K	0.33%	41
2023 Q4	$3.21M	Sell	36,282 -2,755	-7%	-$217K	0.36%	40
2023 Q3	$3.01M	Sell	39,037 -922	-2%	-$75.8K	0.35%	41
2023 Q2	$3.28M	Sell	39,959 -940	-2%	-$74.3K	0.37%	40
2023 Q1	$3.3M	Sell	40,899 -767	-2%	-$64.6K	0.39%	36
2022 Q4	$3.27M	Sell	41,666 -17,676	-30%	-$1.41M	0.41%	33
2022 Q3	$4.24M	Sell	59,342 -6,418	-10%	-$514K	0.58%	27
2022 Q2	$5.06M	Buy	65,760 +11,438	+21%	+$949K	0.65%	20
2022 Q1	$4.82M	Buy	54,322 +4,330	+9%	+$381K	0.55%	36
2021 Q4	$4.52M	Buy	49,992 +19,204	+62%	+$1.74M	0.49%	39
2021 Q3	$2.68M	Sell	30,788 -956	-3%	-$83.4K	0.31%	55
2021 Q2	$2.89M	Buy	31,744 +5,858	+23%	+$530K	0.34%	47
2021 Q1	$2.25M	Buy	25,886 +354	+1%	+$28.9K	0.33%	50
2020 Q4	$1.79M	Sell	25,532 -418	-2%	-$26.3K	0.27%	59
2020 Q3	$1.38M	Sell	25,950 -1,420	-5%	-$77.3K	0.23%	68
2020 Q2	$1.43M	Buy	+27,370	New	+$1.33M	0.25%	66
2019 Q1	–	Sell	-8	Closed	–	–	609
2018 Q4	$0	Buy	+8	New	+$512	﹤0.01%	726

Other funds holding VIOV

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return

LFA

Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return

FBT

First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Brandywine Oak Private Wealth increased its Vanguard S&P Small-Cap 600 Value ETF (VIOV) stake by 0.04% in Q2 2026, buying an estimated $1.55K and bringing the position to 33,585 shares worth $3.94M. The position accounts for 0.3% of the portfolio, ranked #42.

Brandywine Oak Private Wealth first reported a position in VIOV in Q4 2018 and has held it in 26 quarters since. The position peaked at $5.06M in Q2 2022. 84 funds tracked by Wall St. Rank hold VIOV as of Q2 2026.

Brandywine Oak Private Wealth held 33,585 shares of Vanguard S&P Small-Cap 600 Value ETF worth $3.94M as of Q2 2026.
Brandywine Oak Private Wealth bought 14 Vanguard S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $1.55K.
Vanguard S&P Small-Cap 600 Value ETF made up 0.3% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #42 holding.
Brandywine Oak Private Wealth first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q4 2018 and has held it in 26 quarters since.
Brandywine Oak Private Wealth's Vanguard S&P Small-Cap 600 Value ETF position peaked at $5.06M in Q2 2022.
84 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2026.

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