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Brandywine Oak Private Wealth’s Vanguard S&P 500 ETF VOO Stock Holding History

Brandywine Oak Private Wealth’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$991K Buy
1,443
+10
+0.7% +$6.67K 0.08% 115
2026
Q1 		$856K Buy
1,433
+12
+0.8% +$7.5K 0.07% 116
2025
Q4 		$891K Hold
1,421
– – 0.07% 116
2025
Q3 		$870K Hold
1,421
– – 0.08% 112
2025
Q2 		$807K Buy
1,421
+120
+9% +$63.1K 0.07% 116
2025
Q1 		$668K Hold
1,301
– – 0.07% 127
2024
Q4 		$701K Buy
1,301
+320
+33% +$173K 0.07% 125
2024
Q3 		$517K Buy
981
+5
+0.5% +$2.54K 0.05% 149
2024
Q2 		$488K Hold
976
– – 0.05% 150
2024
Q1 		$469K Sell
976
-82
-8% -$37.5K 0.05% 152
2023
Q4 		$462K Buy
1,058
+1
+0.1% +$409 0.05% 154
2023
Q3 		$415K Sell
1,057
-238
-18% -$97.3K 0.05% 156
2023
Q2 		$528K Buy
1,295
+48
+4% +$18.5K 0.06% 152
2023
Q1 		$469K Buy
1,247
+1
+0.1% +$367 0.05% 164
2022
Q4 		$438K Buy
1,246
+254
+26% +$89.7K 0.05% 164
2022
Q3 		$325K Sell
992
-36
-4% -$13.1K 0.04% 195
2022
Q2 		$356K Hold
1,028
– – 0.05% 213
2022
Q1 		$426K Buy
1,028
+159
+18% +$65.1K 0.05% 213
2021
Q4 		$394K Buy
869
+1
+0.1% +$422 0.04% 221
2021
Q3 		$342K Buy
868
+16
+2% +$6.49K 0.04% 229
2021
Q2 		$335K Buy
852
+28
+3% +$10.7K 0.04% 236
2021
Q1 		$300K Hold
824
– – 0.04% 207
2020
Q4 		$283K Buy
824
+26
+3% +$8.48K 0.04% 204
2020
Q3 		$245K Buy
798
+2
+0.3% +$609 0.04% 218
2020
Q2 		$225K Buy
+796
New +$214K 0.04% 222
2019
Q1 		– Sell
-224
Closed -$51K – 617
2018
Q4 		$51K Buy
+224
New +$55.5K 0.01% 355

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

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

Brandywine Oak Private Wealth increased its Vanguard S&P 500 ETF (VOO) stake by 0.7% in Q2 2026, buying an estimated $6.67K and bringing the position to 1,443 shares worth $991K. The position accounts for 0.08% of the portfolio, ranked #115.

Brandywine Oak Private Wealth first reported a position in VOO in Q4 2018 and has held it in 26 quarters since. 2,083 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Brandywine Oak Private Wealth held 1,443 shares of Vanguard S&P 500 ETF worth $991K as of Q2 2026.
  • Brandywine Oak Private Wealth bought 10 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $6.67K.
  • Vanguard S&P 500 ETF made up 0.08% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #115 holding.
  • Brandywine Oak Private Wealth first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 26 quarters since.
  • 2,083 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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