Tanglewood Legacy Advisors’s Vulcan Materials VMC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-800	Closed	-$246K	–	282
2025 Q3	$246K	Hold	800	–	–	0.1%	91
2025 Q2	$209K	Hold	800	–	–	0.09%	94
2025 Q1	$187K	Hold	800	–	–	0.08%	96
2024 Q4	$206K	Hold	800	–	–	0.09%	91
2024 Q3	$200K	Hold	800	–	–	0.09%	89
2024 Q2	$199K	Hold	800	–	–	0.09%	90
2024 Q1	$218K	Hold	800	–	–	0.11%	83
2023 Q4	$182K	Hold	800	–	–	0.1%	86
2023 Q3	$162K	Hold	800	–	–	0.1%	93
2023 Q2	$180K	Hold	800	–	–	0.1%	85
2023 Q1	$137K	Hold	800	–	–	0.09%	90
2022 Q4	$140K	Buy	+800	New	+$137K	0.1%	72

Other funds holding VMC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

Tanglewood Legacy Advisors's VMC Position: Q4 2025 in Review

Tanglewood Legacy Advisors sold out of Vulcan Materials (VMC) in Q4 2025, closing a stake of 800 shares — an estimated $246K sold.

Tanglewood Legacy Advisors first reported a position in VMC in Q4 2022 and held it in 12 quarters. The position peaked at $246K in Q3 2025. 1,061 funds tracked by Wall St. Rank hold VMC as of Q4 2025.

Tanglewood Legacy Advisors reported no remaining Vulcan Materials position as of Q4 2025 after selling out during the quarter.
Tanglewood Legacy Advisors sold 800 Vulcan Materials shares in Q4 2025, an estimated $246K.
Tanglewood Legacy Advisors first reported a position in Vulcan Materials in Q4 2022 and held it in 12 quarters.
Tanglewood Legacy Advisors's Vulcan Materials position peaked at $246K in Q3 2025.
1,061 funds tracked by Wall St. Rank held Vulcan Materials as of Q4 2025.

Based on Tanglewood Legacy Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.