Tanglewood Legacy Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$570K	Hold	2,651	–	–	0.21%	64
2025 Q4	$583K	Sell	2,651 -5	-0.2%	-$1.09K	0.22%	63
2025 Q3	$573K	Sell	2,656 -2	-0.1%	-$420	0.22%	62
2025 Q2	$544K	Hold	2,658	–	–	0.22%	60
2025 Q1	$516K	Hold	2,658	–	–	0.23%	57
2024 Q4	$521K	Buy	2,658 +592	+29%	+$118K	0.22%	59
2024 Q3	$409K	Hold	2,066	–	–	0.18%	63
2024 Q2	$377K	Buy	2,066 +2	+0.1%	+$360	0.18%	63
2024 Q1	$377K	Hold	2,064	–	–	0.19%	62
2023 Q4	$352K	Sell	2,064 -540	-21%	-$86.9K	0.19%	62
2023 Q3	$405K	Hold	2,604	–	–	0.24%	57
2023 Q2	$423K	Buy	2,604 +123	+5%	+$19.3K	0.24%	55
2023 Q1	$382K	Hold	2,481	–	–	0.24%	50
2022 Q4	$377K	Buy	+2,481	New	+$370K	0.27%	41

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Tanglewood Legacy Advisors held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q1 2026 at 2,651 shares worth $570K. The position accounts for 0.21% of the portfolio, ranked #64.

Tanglewood Legacy Advisors first reported a position in VIG in Q4 2022 and has held it in 14 quarters since. The position peaked at $583K in Q4 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Tanglewood Legacy Advisors held 2,651 shares of Vanguard Dividend Appreciation ETF worth $570K as of Q1 2026.
Tanglewood Legacy Advisors left its Vanguard Dividend Appreciation ETF share count unchanged in Q1 2026.
Vanguard Dividend Appreciation ETF made up 0.21% of Tanglewood Legacy Advisors's portfolio in Q1 2026, its #64 holding.
Tanglewood Legacy Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 14 quarters since.
Tanglewood Legacy Advisors's Vanguard Dividend Appreciation ETF position peaked at $583K in Q4 2025.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

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