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Brandywine Oak Private Wealth’s Vanguard Industrials ETF VIS Stock Holding History

Brandywine Oak Private Wealth’s Portfolio VIS Stock Details VIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.37M Sell
9,353
-16
-0.2% -$5.42K 0.26% 52
2026
Q1 		$2.93M Sell
9,369
-116
-1% -$37.7K 0.25% 53
2025
Q4 		$2.83M Sell
9,485
-305
-3% -$90.6K 0.24% 55
2025
Q3 		$2.9M Sell
9,790
-18
-0.2% -$5.22K 0.25% 50
2025
Q2 		$2.75M Sell
9,808
-65
-0.7% -$16.8K 0.25% 52
2025
Q1 		$2.44M Sell
9,873
-297
-3% -$76.9K 0.24% 54
2024
Q4 		$2.59M Sell
10,170
-70
-0.7% -$18.6K 0.25% 53
2024
Q3 		$2.66M Sell
10,240
-20
-0.2% -$4.9K 0.26% 55
2024
Q2 		$2.41M Sell
10,260
-25
-0.2% -$5.96K 0.25% 54
2024
Q1 		$2.51M Sell
10,285
-81
-0.8% -$18.4K 0.26% 53
2023
Q4 		$2.28M Sell
10,366
-412
-4% -$83K 0.25% 54
2023
Q3 		$2.1M Sell
10,778
-363
-3% -$74.5K 0.25% 58
2023
Q2 		$2.29M Sell
11,141
-78
-0.7% -$14.9K 0.26% 58
2023
Q1 		$2.14M Buy
11,219
+3
+0% +$570 0.25% 59
2022
Q4 		$2.05M Sell
11,216
-1,353
-11% -$242K 0.25% 60
2022
Q3 		$1.98M Sell
12,569
-1,488
-11% -$259K 0.27% 58
2022
Q2 		$2.3M Sell
14,057
-86,744
-86% -$15.3M 0.29% 55
2022
Q1 		$19.6M Sell
100,801
-2,344
-2% -$451K 2.24% 12
2021
Q4 		$20.9M Buy
103,145
+395
+0.4% +$79K 2.28% 8
2021
Q3 		$19.3M Buy
102,750
+1,573
+2% +$309K 2.24% 13
2021
Q2 		$19.9M Buy
101,177
+8,009
+9% +$1.57M 2.32% 11
2021
Q1 		$17.6M Sell
93,168
-1,038
-1% -$185K 2.6% 12
2020
Q4 		$16M Buy
94,206
+667
+0.7% +$107K 2.44% 11
2020
Q3 		$13.5M Sell
93,539
-192
-0.2% -$27.1K 2.26% 13
2020
Q2 		$12.2M Buy
93,731
+3,945
+4% +$481K 2.17% 14
2020
Q1 		$9.62M Sell
89,786
-12,057
-12% -$1.71M 1.99% 17
2019
Q4 		$15.7M Sell
101,843
-25,426
-20% -$3.83M 2.85% 12
2019
Q3 		$18.6M Buy
127,269
+2,629
+2% +$380K 3.52% 8
2019
Q2 		$18.2M Sell
124,640
-418
-0.3% -$59.6K 3.63% 8
2019
Q1 		$17.5M Buy
125,058
+17,398
+16% +$2.35M 3.65% 9
2018
Q4 		$13.1M Buy
+107,660
New +$14.3M 2.95% 11

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MM
Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return

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

Brandywine Oak Private Wealth reduced its Vanguard Industrials ETF (VIS) stake by 0.17% in Q2 2026, selling an estimated $5.42K and leaving 9,353 shares worth $3.37M. The position accounts for 0.26% of the portfolio, ranked #52.

Brandywine Oak Private Wealth first reported a position in VIS in Q4 2018 and has held it in 31 quarters since. The position peaked at $20.9M in Q4 2021. 621 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Brandywine Oak Private Wealth held 9,353 shares of Vanguard Industrials ETF worth $3.37M as of Q2 2026.
  • Brandywine Oak Private Wealth sold 16 Vanguard Industrials ETF shares in Q2 2026, an estimated $5.42K.
  • Vanguard Industrials ETF made up 0.26% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #52 holding.
  • Brandywine Oak Private Wealth first reported a position in Vanguard Industrials ETF in Q4 2018 and has held it in 31 quarters since.
  • Brandywine Oak Private Wealth's Vanguard Industrials ETF position peaked at $20.9M in Q4 2021.
  • 621 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

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