Tanglewood Legacy Advisors’s Vanguard Communication Services ETF VOX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$131K	Hold	730	–	–	0.05%	115
2025 Q4	$141K	Hold	730	–	–	0.05%	111
2025 Q3	$137K	Hold	730	–	–	0.05%	112
2025 Q2	$125K	Hold	730	–	–	0.05%	116
2025 Q1	$108K	Hold	730	–	–	0.05%	123
2024 Q4	$113K	Hold	730	–	–	0.05%	117
2024 Q3	$106K	Hold	730	–	–	0.05%	118
2024 Q2	$101K	Hold	730	–	–	0.05%	119
2024 Q1	$95.8K	Hold	730	–	–	0.05%	124
2023 Q4	$85.9K	Hold	730	–	–	0.05%	124
2023 Q3	$76.8K	Hold	730	–	–	0.05%	129
2023 Q2	$77.6K	Hold	730	–	–	0.04%	131
2023 Q1	$70.6K	Hold	730	–	–	0.05%	131
2022 Q4	$60K	Buy	+730	New	+$61.6K	0.04%	121

Other funds holding VOX

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return