Tanglewood Legacy Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$191K	Sell	278 -200	-42%	-$133K	0.06%	99
2026 Q1	$286K	Hold	478	–	–	0.1%	91
2025 Q4	$300K	Hold	478	–	–	0.11%	88
2025 Q3	$293K	Hold	478	–	–	0.11%	85
2025 Q2	$272K	Hold	478	–	–	0.11%	88
2025 Q1	$246K	Hold	478	–	–	0.11%	87
2024 Q4	$258K	Hold	478	–	–	0.11%	81
2024 Q3	$252K	Hold	478	–	–	0.11%	76
2024 Q2	$239K	Hold	478	–	–	0.11%	78
2024 Q1	$230K	Hold	478	–	–	0.11%	80
2023 Q4	$209K	Hold	478	–	–	0.11%	80
2023 Q3	$188K	Hold	478	–	–	0.11%	82
2023 Q2	$195K	Buy	478 +108	+29%	+$41.7K	0.11%	83
2023 Q1	$139K	Hold	370	–	–	0.09%	88
2022 Q4	$130K	Buy	+370	New	+$131K	0.09%	76

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

Tanglewood Legacy Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 42% in Q2 2026, selling an estimated $133K and leaving 278 shares worth $191K. The position accounts for 0.06% of the portfolio, ranked #99.

Tanglewood Legacy Advisors first reported a position in VOO in Q4 2022 and has held it in 15 quarters since. The position peaked at $300K in Q4 2025. 3,983 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Tanglewood Legacy Advisors held 278 shares of Vanguard S&P 500 ETF worth $191K as of Q2 2026.
Tanglewood Legacy Advisors sold 200 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $133K.
Vanguard S&P 500 ETF made up 0.06% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #99 holding.
Tanglewood Legacy Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
Tanglewood Legacy Advisors's Vanguard S&P 500 ETF position peaked at $300K in Q4 2025.
3,983 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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