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Brandywine Oak Private Wealth’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Brandywine Oak Private Wealth’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.48M Sell
9,405
-277
-3% -$99K 0.26% 51
2026
Q1 		$3.11M Buy
9,682
+1,035
+12% +$347K 0.26% 52
2025
Q4 		$2.9M Sell
8,647
-150
-2% -$49.9K 0.24% 52
2025
Q3 		$2.89M Buy
8,797
+119
+1% +$37.6K 0.25% 51
2025
Q2 		$2.64M Buy
8,678
+1,338
+18% +$376K 0.24% 53
2025
Q1 		$2.02M Buy
7,340
+2,644
+56% +$768K 0.2% 62
2024
Q4 		$1.36M Sell
4,696
-99
-2% -$28.9K 0.13% 81
2024
Q3 		$1.36M Buy
4,795
+162
+3% +$44.2K 0.13% 83
2024
Q2 		$1.24M Buy
4,633
+24
+0.5% +$6.21K 0.13% 80
2024
Q1 		$1.2M Buy
4,609
+357
+8% +$88.3K 0.12% 86
2023
Q4 		$1.01M Sell
4,252
-124
-3% -$27.4K 0.11% 95
2023
Q3 		$930K Sell
4,376
-164
-4% -$36.3K 0.11% 95
2023
Q2 		$1M Sell
4,540
-395
-8% -$82.4K 0.11% 92
2023
Q1 		$1.01M Sell
4,935
-35
-0.7% -$7.01K 0.12% 91
2022
Q4 		$950K Buy
4,970
+530
+12% +$102K 0.12% 97
2022
Q3 		$796K Buy
4,440
+54
+1% +$10.8K 0.11% 109
2022
Q2 		$827K Buy
4,386
+320
+8% +$65.7K 0.11% 123
2022
Q1 		$923K Buy
4,066
+139
+4% +$31.3K 0.11% 133
2021
Q4 		$983K Sell
3,927
-6,761
-63% -$1.6M 0.11% 136
2021
Q3 		$2.4M Buy
10,688
+26
+0.2% +$5.93K 0.28% 62
2021
Q2 		$2.38M Buy
10,662
+642
+6% +$139K 0.28% 61
2021
Q1 		$2.07M Sell
10,020
-1,340
-12% -$271K 0.31% 57
2020
Q4 		$2.21M Buy
11,360
+1,175
+12% +$215K 0.34% 50
2020
Q3 		$1.73M Sell
10,185
-1,589
-13% -$267K 0.29% 57
2020
Q2 		$1.86M Buy
11,774
+600
+5% +$88.5K 0.33% 51
2020
Q1 		$1.47M Buy
+11,174
New +$1.73M 0.3% 57
2019
Q1 		– Sell
-554
Closed -$70K – 623
2018
Q4 		$70K Buy
+554
New +$76.5K 0.02% 323

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

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

Brandywine Oak Private Wealth reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.9% in Q2 2026, selling an estimated $99K and leaving 9,405 shares worth $3.48M. The position accounts for 0.26% of the portfolio, ranked #51.

Brandywine Oak Private Wealth first reported a position in VTI in Q4 2018 and has held it in 27 quarters since. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Brandywine Oak Private Wealth held 9,405 shares of Vanguard Morningstar Total Stock Market ETF worth $3.48M as of Q2 2026.
  • Brandywine Oak Private Wealth sold 277 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $99K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.26% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #51 holding.
  • Brandywine Oak Private Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2018 and has held it in 27 quarters since.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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