Brandywine Oak Private Wealth
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Brandywine Oak Private Wealth’s Vanguard Total World Stock ETF VT Stock Holding History

Brandywine Oak Private Wealth’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.75M Buy
11,056
+17
+0.2% +$2.7K 0.13% 78
2026
Q2 		$1.73M Buy
11,039
+1,952
+21% +$298K 0.13% 79
2026
Q1 		$1.26M Sell
9,087
-25
-0.3% -$3.6K 0.11% 92
2025
Q4 		$1.29M Buy
9,112
+4,253
+88% +$594K 0.11% 92
2025
Q3 		$670K Buy
4,859
+9
+0.2% +$1.2K 0.06% 132
2025
Q2 		$623K Sell
4,850
-1,379
-22% -$165K 0.06% 131
2025
Q1 		$722K Buy
6,229
+37
+0.6% +$4.43K 0.07% 124
2024
Q4 		$727K Buy
6,192
+19
+0.3% +$2.28K 0.07% 121
2024
Q3 		$739K Sell
6,173
-411
-6% -$47.3K 0.07% 120
2024
Q2 		$742K Buy
6,584
+15
+0.2% +$1.65K 0.08% 115
2024
Q1 		$726K Buy
6,569
+12
+0.2% +$1.27K 0.08% 119
2023
Q4 		$675K Buy
6,557
+23
+0.4% +$2.21K 0.07% 121
2023
Q3 		$609K Sell
6,534
-1,384
-17% -$134K 0.07% 127
2023
Q2 		$768K Buy
7,918
+20
+0.3% +$1.88K 0.09% 120
2023
Q1 		$727K Buy
7,898
+1,365
+21% +$124K 0.08% 124
2022
Q4 		$563K Sell
6,533
-3,371
-34% -$288K 0.07% 143
2022
Q3 		$781K Buy
9,904
+34
+0.3% +$2.99K 0.11% 113
2022
Q2 		$842K Buy
9,870
+4,982
+102% +$461K 0.11% 116
2022
Q1 		$495K Buy
4,888
+1,400
+40% +$142K 0.06% 194
2021
Q4 		$374K Buy
3,488
+254
+8% +$27K 0.04% 229
2021
Q3 		$329K Buy
3,234
+509
+19% +$53.4K 0.04% 234
2021
Q2 		$282K Buy
2,725
+10
+0.4% +$1.02K 0.03% 256
2021
Q1 		$264K Buy
2,715
+5
+0.2% +$481 0.04% 233
2020
Q4 		$250K Buy
2,710
+13
+0.5% +$1.13K 0.04% 232
2020
Q3 		$217K Buy
2,697
+10
+0.4% +$803 0.04% 243
2020
Q2 		$201K Sell
2,687
-2,248
-46% -$158K 0.04% 245
2020
Q1 		$309K Buy
+4,935
New +$372K 0.06% 153
2019
Q1 		– Sell
-137
Closed -$8K – 622
2018
Q4 		$8K Buy
+137
New +$9.6K ﹤0.01% 525

Other funds holding VT

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Mass General Brigham
Mass General Brigham Somerville, Massachusetts $456M AUM 27.51% 1-Year Est. Return
Angeles Wealth Management
Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.53% 1-Year Est. Return
AA
Alta Advisers London, United Kingdom $675M AUM 36.05% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

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

Brandywine Oak Private Wealth increased its Vanguard Total World Stock ETF (VT) stake by 0.15% in Q3 2026, buying an estimated $2.7K and bringing the position to 11,056 shares worth $1.75M. The position accounts for 0.13% of the portfolio, ranked #78.

Brandywine Oak Private Wealth first reported a position in VT in Q4 2018 and has held it in 28 quarters since. 816 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • Brandywine Oak Private Wealth held 11,056 shares of Vanguard Total World Stock ETF worth $1.75M as of Q3 2026.
  • Brandywine Oak Private Wealth bought 17 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $2.7K.
  • Vanguard Total World Stock ETF made up 0.13% of Brandywine Oak Private Wealth's portfolio in Q3 2026, its #78 holding.
  • Brandywine Oak Private Wealth first reported a position in Vanguard Total World Stock ETF in Q4 2018 and has held it in 28 quarters since.
  • 816 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

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