Tanglewood Legacy Advisors’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$46.4K	Hold	404	–	–	0.02%	166
2025 Q4	$44.8K	Hold	404	–	–	0.02%	168
2025 Q3	$44.6K	Hold	404	–	–	0.02%	173
2025 Q2	$40.9K	Hold	404	–	–	0.02%	180
2025 Q1	$39K	Hold	404	–	–	0.02%	186
2024 Q4	$42.8K	Hold	404	–	–	0.02%	181
2024 Q3	$43.7K	Hold	404	–	–	0.02%	171
2024 Q2	$39.7K	Hold	404	–	–	0.02%	173
2024 Q1	$41K	Hold	404	–	–	0.02%	172
2023 Q4	$40.1K	Hold	404	–	–	0.02%	168
2023 Q3	$35.3K	Hold	404	–	–	0.02%	182
2023 Q2	$37.1K	Hold	404	–	–	0.02%	179
2023 Q1	$35.9K	Sell	404 -414	-51%	-$37.9K	0.02%	170
2022 Q4	$70.9K	Buy	+818	New	+$72.6K	0.05%	111

Other funds holding VIOO

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

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

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

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

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

Tanglewood Legacy Advisors held its Vanguard S&P Small-Cap 600 ETF (VIOO) position steady in Q1 2026 at 404 shares worth $46.4K. The position accounts for 0.02% of the portfolio, ranked #166.

Tanglewood Legacy Advisors first reported a position in VIOO in Q4 2022 and has held it in 14 quarters since. The position peaked at $70.9K in Q4 2022. 378 funds tracked by Wall St. Rank hold VIOO as of Q1 2026.

Tanglewood Legacy Advisors held 404 shares of Vanguard S&P Small-Cap 600 ETF worth $46.4K as of Q1 2026.
Tanglewood Legacy Advisors left its Vanguard S&P Small-Cap 600 ETF share count unchanged in Q1 2026.
Vanguard S&P Small-Cap 600 ETF made up 0.02% of Tanglewood Legacy Advisors's portfolio in Q1 2026, its #166 holding.
Tanglewood Legacy Advisors first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2022 and has held it in 14 quarters since.
Tanglewood Legacy Advisors's Vanguard S&P Small-Cap 600 ETF position peaked at $70.9K in Q4 2022.
378 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2026.

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