Brandywine Oak Private Wealth
VOO icon

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
Q3 		$1.04M Buy
1,479
+36
+2% +$25.1K 0.08% 110
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

Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $37.3B AUM 26.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Brandywine Oak Private Wealth's VOO Position: Q3 2026 in Review

Brandywine Oak Private Wealth increased its Vanguard S&P 500 ETF (VOO) stake by 2.5% in Q3 2026, buying an estimated $25.1K and bringing the position to 1,479 shares worth $1.04M. The position accounts for 0.08% of the portfolio, ranked #110.

Brandywine Oak Private Wealth first reported a position in VOO in Q4 2018 and has held it in 27 quarters since. 3,430 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Brandywine Oak Private Wealth held 1,479 shares of Vanguard S&P 500 ETF worth $1.04M as of Q3 2026.
  • Brandywine Oak Private Wealth bought 36 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $25.1K.
  • Vanguard S&P 500 ETF made up 0.08% of Brandywine Oak Private Wealth's portfolio in Q3 2026, its #110 holding.
  • Brandywine Oak Private Wealth first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 27 quarters since.
  • 3,430 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.