Skip to content
Disclosery

BRANDYWINE OAK PRIVATE WEALTH LLC: VTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BRANDYWINE OAK PRIVATE WEALTH LLC on VTI, newest first. How the timeline and the estimate are built.

BRANDYWINE OAK PRIVATE WEALTH LLC held 9,405 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,405 shares
    Change vs previous 13F -277 shares

    0.26% of the 13F portfolio, value $3,480,479.

    13F-HR 0002085853-26-000759 filed by BRANDYWINE OAK PRIVATE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 9,682 shares
    Change vs previous 13F +1,035 shares

    0.26% of the 13F portfolio, value $3,105,810.

    13F-HR 0002085853-26-000416 filed by BRANDYWINE OAK PRIVATE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 8,647 shares
    Change vs previous 13F -150 shares

    0.24% of the 13F portfolio, value $2,899,123.

    13F-HR 0002085853-26-000186 filed by BRANDYWINE OAK PRIVATE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 8,797 shares
    Change vs previous 13F +119 shares

    0.25% of the 13F portfolio, value $2,886,796.

    13F-HR 0002085853-25-000193 filed by BRANDYWINE OAK PRIVATE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 8,678 shares
    Change vs previous 13F +1,338 shares

    0.24% of the 13F portfolio, value $2,637,660.

    13F-HR 0001667731-25-000942 filed by BRANDYWINE OAK PRIVATE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 7,340 shares
    Change vs previous 13F +2,644 shares

    0.2% of the 13F portfolio, value $2,017,464.

    13F-HR 0001667731-25-000603 filed by BRANDYWINE OAK PRIVATE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 4,696 shares
    Change vs previous 13F -99 shares

    0.13% of the 13F portfolio, value $1,360,872.

    13F-HR 0001667731-25-000134 filed by BRANDYWINE OAK PRIVATE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 4,795 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,357,797.

    13F-HR 0001764694-24-000005 filed by BRANDYWINE OAK PRIVATE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).