Brandywine Oak Private Wealth’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.65M	Hold	4,789	–	–	0.13%	82
2026 Q1	$1.43M	Hold	4,789	–	–	0.12%	86
2025 Q4	$1.51M	Hold	4,789	–	–	0.13%	82
2025 Q3	$1.47M	Hold	4,789	–	–	0.13%	81
2025 Q2	$1.37M	Hold	4,789	–	–	0.13%	84
2025 Q1	$1.23M	Sell	4,789 -17	-0.4%	-$4.61K	0.12%	87
2024 Q4	$1.3M	Buy	4,806 +17	+0.4%	+$4.61K	0.13%	86
2024 Q3	$1.26M	Hold	4,789	–	–	0.12%	92
2024 Q2	$1.2M	Hold	4,789	–	–	0.12%	85
2024 Q1	$1.15M	Hold	4,789	–	–	0.12%	91
2023 Q4	$1.04M	Hold	4,789	–	–	0.12%	90
2023 Q3	$937K	Hold	4,789	–	–	0.11%	94
2023 Q2	$971K	Hold	4,789	–	–	0.11%	94
2023 Q1	$895K	Hold	4,789	–	–	0.1%	102
2022 Q4	$834K	Hold	4,789	–	–	0.1%	105
2022 Q3	$783K	Hold	4,789	–	–	0.11%	112
2022 Q2	$825K	Hold	4,789	–	–	0.11%	124
2022 Q1	$998K	Hold	4,789	–	–	0.11%	126
2021 Q4	$1.06M	Hold	4,789	–	–	0.12%	129
2021 Q3	$962K	Hold	4,789	–	–	0.11%	129
2021 Q2	$961K	Hold	4,789	–	–	0.11%	131
2021 Q1	$887K	Hold	4,789	–	–	0.13%	104
2020 Q4	$841K	Hold	4,789	–	–	0.13%	99
2020 Q3	$749K	Hold	4,789	–	–	0.13%	101
2020 Q2	$684K	Buy	+4,789	New	+$647K	0.12%	106

Other funds holding VV

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

MAV

Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

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

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

Brandywine Oak Private Wealth held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 4,789 shares worth $1.65M. The position accounts for 0.13% of the portfolio, ranked #82.

Brandywine Oak Private Wealth first reported a position in VV in Q2 2020 and has held it in 25 quarters since. 695 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Brandywine Oak Private Wealth held 4,789 shares of Vanguard Morningstar Large-Cap ETF worth $1.65M as of Q2 2026.
Brandywine Oak Private Wealth left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.13% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #82 holding.
Brandywine Oak Private Wealth first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2020 and has held it in 25 quarters since.
695 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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