BRANDYWINE OAK PRIVATE WEALTH LLC VEA VANGUARD TAX MANAGED INTL FD

Ownership history in BRANDYWINE OAK PRIVATE WEALTH LLC  ·  25 quarters on record

AI Ownership Summary

BRANDYWINE OAK PRIVATE WEALTH LLC reported VANGUARD TAX MANAGED INTL FD (VEA) in 25 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.66% in 2026 Q1. The latest visible filing shows VEA at 0.66% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VEA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BRANDYWINE OAK PRIVATE WEALTH LLC's position in VANGUARD TAX MANAGED INTL FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VEA was reported at 0.66% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.66% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BRANDYWINE OAK PRIVATE WEALTH LLC held VEA — position size vs. price
% of Fund (quarterly)    VEA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 123,101 -600 -0.5% 0.66% $7.9M 2026-04-20 $69.33
2025 Q4 ADDED 123,701 +1,853 +1.5% 0.65% $7.7M 2026-02-03 $66.61
2025 Q3 REDUCED 121,848 -3,310 -2.6% 0.63% $7.3M 2025-10-30 $59.91
2025 Q2 REDUCED 125,158 -4,777 -3.7% 0.66% $7.1M 2025-07-24 $56.75
2025 Q1 ADDED 129,935 +11,790 +10.0% 0.65% $6.6M 2025-05-07 $51.87
2024 Q4 ADDED 118,145 +10,472 +9.7% 0.55% $5.6M 2025-01-27 $48.17
2024 Q3 ADDED 107,673 +841 +0.8% 0.55% $5.7M 2024-11-07 $48.40
2024 Q2 UNCHANGED 106,832 0% 0.54% $5.3M 2024-07-30 $47.56
2024 Q1 ADDED 106,832 +3,002 +2.9% 0.56% $5.4M 2024-05-07 $46.98
2023 Q4 REDUCED 103,830 -4,875 -4.5% 0.55% $5.0M 2024-02-05 $44.10
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About BRANDYWINE OAK PRIVATE WEALTH LLC and VEA

These are the practical questions this page is built to answer before you even open the full history table.

How long has BRANDYWINE OAK PRIVATE WEALTH LLC reported owning VEA?

BRANDYWINE OAK PRIVATE WEALTH LLC reported VEA across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VEA position in BRANDYWINE OAK PRIVATE WEALTH LLC's portfolio?

The largest reported portfolio weight for VEA was 0.66% in 2026 Q1.

What is the latest reported VEA position on this page?

The most recent filing on this page is 2026 Q1, when BRANDYWINE OAK PRIVATE WEALTH LLC reported 123,101 shares, equal to 0.66% of portfolio, with an estimated market value of $7.9M.

What does the chart on this VEA ownership page compare?

The chart compares BRANDYWINE OAK PRIVATE WEALTH LLC's quarterly VEA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BRANDYWINE OAK PRIVATE WEALTH LLC time their VEA position?

Based on 13F filing dates vs. subsequent VEA price moves, BRANDYWINE OAK PRIVATE WEALTH LLC correctly timed 12 out of 23 reported position changes (52%). The annualised alpha on VEA relative to SPY over the holding period was -2.3%.

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