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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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 +$9.59K ﹤0.01% 525

Other funds holding VT

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

Brandywine Oak Private Wealth increased its Vanguard Total World Stock ETF (VT) stake by 21% in Q2 2026, buying an estimated $298K and bringing the position to 11,039 shares worth $1.73M. The position accounts for 0.13% of the portfolio, ranked #79.

Brandywine Oak Private Wealth first reported a position in VT in Q4 2018 and has held it in 27 quarters since. 631 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Brandywine Oak Private Wealth held 11,039 shares of Vanguard Total World Stock ETF worth $1.73M as of Q2 2026.
  • Brandywine Oak Private Wealth bought 1,952 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $298K.
  • Vanguard Total World Stock ETF made up 0.13% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #79 holding.
  • Brandywine Oak Private Wealth first reported a position in Vanguard Total World Stock ETF in Q4 2018 and has held it in 27 quarters since.
  • 631 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

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