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 Q2	$627K	Hold	2,651	–	–	0.2%	68
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 $1.55T AUM 33.47% 1-Year Est. Return

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

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

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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

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

Tanglewood Legacy Advisors held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 2,651 shares worth $627K. The position accounts for 0.2% of the portfolio, ranked #68.

Tanglewood Legacy Advisors first reported a position in VIG in Q4 2022 and has held it in 15 quarters since. 2,602 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Tanglewood Legacy Advisors held 2,651 shares of Vanguard Dividend Appreciation ETF worth $627K as of Q2 2026.
Tanglewood Legacy Advisors left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.2% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #68 holding.
Tanglewood Legacy Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 15 quarters since.
2,602 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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