BRANDYWINE OAK PRIVATE WEALTH LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1764694
Kennett Square, PA
Position in VIG
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$615,931
-$131,760 QoQ
Shares Held
2,864
-15.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $615,931 | 2,864 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $747,691 | 3,402 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $610,901 | 2,831 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $579,216 | 2,830 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $548,991 | 2,830 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $554,003 | 2,829 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $560,113 | 2,828 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $544,364 | 2,982 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $544,543 | 2,982 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $508,132 | 2,982 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $556,415 | 3,581 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $581,499 | 3,580 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $551,355 | 3,580 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $696,687 | 4,588 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,013,564 | 7,499 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,237,141 | 8,623 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,624,194 | 10,016 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,615,137 | 9,404 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $1,415,731 | 9,217 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $1,401,004 | 9,051 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $667,596 | 4,539 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $305,068 | 2,161 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $211,517 | 1,644 | Shares | Sole | 2020-10-16 | |
| No filing history on record for this holder in this stock. | ||||||