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 Q3	–	Sell	-4,789	Closed	-$1.65M	–	253
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%	-$4.6K	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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Johnson Financial Group LLC (Colorado) Denver, Colorado $2B AUM 16.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.61B AUM 12% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

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

Brandywine Oak Private Wealth sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q3 2026, closing a stake of 4,789 shares — an estimated $1.65M sold.

Brandywine Oak Private Wealth first reported a position in VV in Q2 2020 and held it in 25 quarters. The position peaked at $1.65M in Q2 2026. 1,136 funds tracked by Wall St. Rank hold VV as of Q3 2026.

Brandywine Oak Private Wealth reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q3 2026 after selling out during the quarter.
Brandywine Oak Private Wealth sold 4,789 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $1.65M.
Brandywine Oak Private Wealth first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2020 and held it in 25 quarters.
Brandywine Oak Private Wealth's Vanguard Morningstar Large-Cap ETF position peaked at $1.65M in Q2 2026.
1,136 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

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