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Tanglewood Legacy Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Tanglewood Legacy Advisors’s Portfolio VOE Stock Details VOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$86.2K Hold
436
– – 0.03% 139
2026
Q1 		$80.3K Hold
436
– – 0.03% 142
2025
Q4 		$77.3K Hold
436
– – 0.03% 144
2025
Q3 		$76.1K Hold
436
– – 0.03% 146
2025
Q2 		$71.7K Hold
436
– – 0.03% 153
2025
Q1 		$70K Hold
436
– – 0.03% 153
2024
Q4 		$70.5K Buy
+436
New +$73.5K 0.03% 147

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Tanglewood Legacy Advisors held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 436 shares worth $86.2K. The position accounts for 0.03% of the portfolio, ranked #139.

Tanglewood Legacy Advisors first reported a position in VOE in Q4 2024 and has held it in 7 quarters since. 1,238 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Tanglewood Legacy Advisors held 436 shares of Vanguard Morningstar Mid-Cap Value ETF worth $86.2K as of Q2 2026.
  • Tanglewood Legacy Advisors left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.03% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #139 holding.
  • Tanglewood Legacy Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,238 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

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