BRANDYWINE OAK PRIVATE WEALTH LLC VCIT holdings history
VANGUARD INT-TERM CORPORATE · CUSIP 92206C870 · CIK 1764694
As of 2026-06-30, BRANDYWINE OAK PRIVATE WEALTH LLC reported 1.42M VCIT (shares), valued at $117.74M, or 8.93% of its reported non-derivative portfolio. Filed 2026-07-16.
Verify history & sources →Shares increased 10.06%; reported value increased 9.93%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 8.93% | 1,424,549 | SEC filing ↗Filed Jul 16, 2026 |
| Q1 2026 | 9.00% | 1,294,286 | SEC filing ↗Filed Apr 20, 2026 |
| Q4 2025 | 8.88% | 1,263,763 | SEC filing ↗Filed Feb 3, 2026 |
| Q3 2025 | 9.10% | 1,245,035 | SEC filing ↗Filed Oct 30, 2025 |
| Q2 2025 | 4.01% | 522,566 | SEC filing ↗Filed Jul 24, 2025 |
| Q1 2025 | 4.15% | 516,583 | SEC filing ↗Filed May 7, 2025 |
| Q4 2024 | 4.07% | 518,171 | SEC filing ↗Filed Jan 27, 2025 |
| Q3 2024 | 4.30% | 529,851 | SEC filing ↗Filed Nov 7, 2024 |
| Q2 2024 | 4.46% | 542,250 | SEC filing ↗Filed Jul 30, 2024 |
| Q1 2024 | 4.42% | 525,150 | SEC filing ↗Filed May 7, 2024 |
| Q4 2023 | 4.67% | 515,950 | SEC filing ↗Filed Feb 5, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 4.67% | 515,950 | $41.94M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 5, 2024 |
| Q1 2024 | 4.42% | 525,150 | $42.28M | Shares increased 1.78%; reported value increased 0.82%, and weight changed -0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2024 |
| Q2 2024 | 4.46% | 542,250 | $43.34M | Shares increased 3.26%; reported value increased 2.51%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 30, 2024 |
| Q3 2024 | 4.30% | 529,851 | $44.38M | Shares decreased 2.29%; reported value increased 2.38%, and weight changed -0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 7, 2024 |
| Q4 2024 | 4.07% | 518,171 | $41.59M | Shares decreased 2.20%; reported value decreased 6.27%, and weight changed -0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 27, 2025 |
| Q1 2025 | 4.15% | 516,583 | $42.24M | Shares decreased 0.31%; reported value increased 1.54%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2025 |
| Q2 2025 | 4.01% | 522,566 | $43.33M | Shares increased 1.16%; reported value increased 2.59%, and weight changed -0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 24, 2025 |
| Q3 2025 | 9.10% | 1,245,035 | $104.72M | Shares increased 138.25%; reported value increased 141.67%, and weight changed +5.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 30, 2025 |
| Q4 2025 | 8.88% | 1,263,763 | $105.84M | Shares increased 1.50%; reported value increased 1.07%, and weight changed -0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 3, 2026 |
| Q1 2026 | 9.00% | 1,294,286 | $107.10M | Shares increased 2.42%; reported value increased 1.19%, and weight changed +0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 20, 2026 |
| Q2 2026 | 8.93% | 1,424,549 | $117.74M | Shares increased 10.06%; reported value increased 9.93%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 16, 2026 |
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