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Brandywine Asset Management, Inc. 13F holdings, Q1 2026

Holdings as of March 31, 2026 · filings on SEC EDGAR · this is the latest filing on record

Brandywine Asset Management, Inc. disclosed 14 US equity positions worth $126.0m in its Q1 2026 13F filing. The largest position was VEA at 23.0% of the reported book, followed by SPY and VOO.

What did Brandywine Asset Management, Inc. own in Q1 2026? Top 14 positions

#StockSectorWeightValueSharesΔ sharesvs prior
1 VEA VANGUARD FTSE DEV MARKETS ETF 23.0%$29.0m445,676
2 SPY SPDR S&P 500 ETF 15.4%$19.4m29,900
3 VOO VANGUARD S&P500 ETF 14.2%$17.9m29,573
4 VTWO VANGUARD RUSS 2000 ETF 11.9%$15.0m147,440
5 AGG ISHARES COREUS AGG BOND ETF 10.6%$13.4m135,175
6 VONG VANGUARD RUSS 1000 GROWTH ETF 8.9%$11.3m101,346
7 VONV VANGUARD RUSS 1000 VALUE ETF 7.3%$9.2m96,915
8 VTWG VANGUARD RUSS 2000 GROWTH ETF 3.4%$4.3m18,550
9 VANGUARD RUSS 2000 VALUE ETF 3.1%$3.9m22,843
10 BNDX VANGUARD TOTAL INT BND ETF 1.1%$1.4m29,282
11 SPHY ST SRT SPDR PRTFLHGHYLD BND ETF 0.5%$621.0k26,607
12 VWOB VANGUARD EMMARKT GOVTBND ETF 0.4%$510.9k7,774
13 VO VANGUARD MIDCAP ETF 0.0%$2911
14 VB VANGUARDSMALL CAP ETF 0.0%$911

Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.