Tanglewood Legacy Advisors’s Vanguard Financials ETF VFH Stock Holding History

Tanglewood Legacy Advisors’s Portfolio VFH Stock Details VFH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$83.7K	Sell	636 -422	-40%	-$53.8K	0.03%	143
2026 Q1	$128K	Sell	1,058 -400	-27%	-$51K	0.05%	117
2025 Q4	$195K	Hold	1,458	–	–	0.07%	97
2025 Q3	$191K	Sell	1,458 -945	-39%	-$122K	0.07%	97
2025 Q2	$306K	Buy	2,403 +95	+4%	+$11.3K	0.13%	81
2025 Q1	$276K	Hold	2,308	–	–	0.12%	80
2024 Q4	$273K	Buy	+2,308	New	+$273K	0.12%	80

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Tanglewood Legacy Advisors's VFH Position: Q2 2026 in Review

Tanglewood Legacy Advisors reduced its Vanguard Financials ETF (VFH) stake by 40% in Q2 2026, selling an estimated $53.8K and leaving 636 shares worth $83.7K. The position accounts for 0.03% of the portfolio, ranked #143.

Tanglewood Legacy Advisors first reported a position in VFH in Q4 2024 and has held it in 7 quarters since. The position peaked at $306K in Q2 2025. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Tanglewood Legacy Advisors held 636 shares of Vanguard Financials ETF worth $83.7K as of Q2 2026.
Tanglewood Legacy Advisors sold 422 Vanguard Financials ETF shares in Q2 2026, an estimated $53.8K.
Vanguard Financials ETF made up 0.03% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #143 holding.
Tanglewood Legacy Advisors first reported a position in Vanguard Financials ETF in Q4 2024 and has held it in 7 quarters since.
Tanglewood Legacy Advisors's Vanguard Financials ETF position peaked at $306K in Q2 2025.
759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.