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

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

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

FAP

Financial Advisory Partners Winter Park, Florida $383M AUM 14.9% 1-Year Est. Return

Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Joule Financial Lexington, Kentucky $369M AUM 21.04% 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. 108 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.
108 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.