Brandywine Oak Private Wealth’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Brandywine Oak Private Wealth’s Portfolio VUG Stock Details VUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$123M	Buy	1,429,857 +7,809	+0.5%	+$657K	9.35%	3
2026 Q1	$104M	Buy	1,422,048 +77,946	+6%	+$6.06M	8.7%	4
2025 Q4	$109M	Buy	1,344,102 +9,714	+0.7%	+$788K	9.17%	3
2025 Q3	$107M	Sell	1,334,388 -37,224	-3%	-$2.84M	9.26%	3
2025 Q2	$100M	Sell	1,371,612 -17,790	-1%	-$1.17M	9.28%	3
2025 Q1	$85.9M	Buy	1,389,402 +68,358	+5%	+$4.61M	8.42%	3
2024 Q4	$90.4M	Sell	1,321,044 -46,038	-3%	-$3.09M	8.83%	3
2024 Q3	$87.5M	Buy	1,367,082 +27,510	+2%	+$1.71M	8.46%	3
2024 Q2	$83.5M	Sell	1,339,572 -91,350	-6%	-$5.33M	8.57%	3
2024 Q1	$82.1M	Sell	1,430,922 -36,444	-2%	-$2M	8.55%	3
2023 Q4	$76M	Sell	1,467,366 -77,220	-5%	-$3.73M	8.45%	3
2023 Q3	$70.1M	Sell	1,544,586 -42,984	-3%	-$2.03M	8.23%	3
2023 Q2	$74.9M	Sell	1,587,570 -157,998	-9%	-$6.85M	8.38%	3
2023 Q1	$72.6M	Sell	1,745,568 -49,518	-3%	-$1.93M	8.47%	3
2022 Q4	$63.8M	Buy	1,795,086 +280,272	+19%	+$10.3M	7.93%	3
2022 Q3	$54M	Buy	1,514,814 +27,900	+2%	+$1.12M	7.33%	3
2022 Q2	$55.2M	Buy	1,486,914 +1,460,040	+5,433%	+$60M	7.07%	3
2022 Q1	$1.29M	Buy	26,874 +24	+0.1%	+$1.14K	0.15%	104
2021 Q4	$1.44M	Buy	26,850 +684	+3%	+$35.6K	0.16%	102
2021 Q3	$1.26M	Sell	26,166 -1,698	-6%	-$84.5K	0.15%	106
2021 Q2	$1.33M	Sell	27,864 -11,046	-28%	-$502K	0.16%	103
2021 Q1	$1.67M	Buy	38,910 +2,076	+6%	+$88.8K	0.25%	65
2020 Q4	$1.55M	Buy	36,834 +360	+1%	+$14.4K	0.24%	66
2020 Q3	$1.38M	Sell	36,474 -6,642	-15%	-$245K	0.23%	67
2020 Q2	$1.45M	Buy	43,116 +8,964	+26%	+$276K	0.26%	62
2020 Q1	$891K	Buy	34,152 +11,562	+51%	+$346K	0.18%	81
2019 Q4	$685K	Buy	22,590 +54	+0.2%	+$1.56K	0.12%	84
2019 Q3	$624K	Buy	22,536 +96	+0.4%	+$2.66K	0.12%	88
2019 Q2	$611K	Buy	22,440 +1,308	+6%	+$34.9K	0.12%	91
2019 Q1	$550K	Buy	21,132 +17,856	+545%	+$441K	0.11%	94
2018 Q4	$73K	Buy	+3,276	New	+$79.4K	0.02%	318

Other funds holding VUG

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Brandywine Oak Private Wealth increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.55% in Q2 2026, buying an estimated $657K and bringing the position to 1,429,857 shares worth $123M. The position accounts for 9.35% of the portfolio, ranked #3.

Brandywine Oak Private Wealth first reported a position in VUG in Q4 2018 and has held it in 31 quarters since. 1,525 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Brandywine Oak Private Wealth held 1,429,857 shares of Vanguard Morningstar Growth ETF worth $123M as of Q2 2026.
Brandywine Oak Private Wealth bought 7,809 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $657K.
Vanguard Morningstar Growth ETF made up 9.35% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #3 holding.
Brandywine Oak Private Wealth first reported a position in Vanguard Morningstar Growth ETF in Q4 2018 and has held it in 31 quarters since.
1,525 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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