TLA
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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Tanglewood Legacy Advisors's VFH Position: Q1 2026 in Review

Tanglewood Legacy Advisors reduced its Vanguard Financials ETF (VFH) stake by 27% in Q1 2026, selling an estimated $51K and leaving 1,058 shares worth $128K. The position accounts for 0.05% of the portfolio, ranked #117.

Tanglewood Legacy Advisors first reported a position in VFH in Q4 2024 and has held it in 6 quarters since. The position peaked at $306K in Q2 2025. 738 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

  • Tanglewood Legacy Advisors held 1,058 shares of Vanguard Financials ETF worth $128K as of Q1 2026.
  • Tanglewood Legacy Advisors sold 400 Vanguard Financials ETF shares in Q1 2026, an estimated $51K.
  • Vanguard Financials ETF made up 0.05% of Tanglewood Legacy Advisors's portfolio in Q1 2026, its #117 holding.
  • Tanglewood Legacy Advisors first reported a position in Vanguard Financials ETF in Q4 2024 and has held it in 6 quarters since.
  • Tanglewood Legacy Advisors's Vanguard Financials ETF position peaked at $306K in Q2 2025.
  • 738 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.