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BRANDYWINE OAK PRIVATE WEALTH LLC: VUG position timeline

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

BRANDYWINE OAK PRIVATE WEALTH LLC held 1,429,857 VUG 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 1,429,857 shares
    Change vs previous 13F +1,192,849 shares

    9.35% of the 13F portfolio, value $123,167,875.

    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 237,008 shares
    Change vs previous 13F +12,991 shares

    8.7% of the 13F portfolio, value $103,521,639.

    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 224,017 shares
    Change vs previous 13F +1,619 shares

    9.17% of the 13F portfolio, value $109,287,187.

    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 222,398 shares
    Change vs previous 13F -6,204 shares

    9.27% of the 13F portfolio, value $106,663,562.

    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 228,602 shares
    Change vs previous 13F -2,965 shares

    9.29% of the 13F portfolio, value $100,218,049.

    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 231,567 shares
    Change vs previous 13F +11,393 shares

    8.43% of the 13F portfolio, value $85,868,808.

    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 220,174 shares
    Change vs previous 13F -7,673 shares

    8.84% of the 13F portfolio, value $90,366,114.

    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 227,847 shares
    Change vs previous 13F not available

    8.47% of the 13F portfolio, value $87,476,027.

    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).