Tanglewood Legacy Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$28.5K	Hold	77	–	–	0.01%	195
2026 Q1	$24.7K	Hold	77	–	–	0.01%	195
2025 Q4	$25.8K	Hold	77	–	–	0.01%	197
2025 Q3	$25.3K	Hold	77	–	–	0.01%	207
2025 Q2	$23.4K	Buy	+77	New	+$21.7K	0.01%	214
2024 Q2	–	Sell	-87	Closed	-$22.6K	–	296
2024 Q1	$22.6K	Hold	87	–	–	0.01%	210
2023 Q4	$20.6K	Hold	87	–	–	0.01%	209
2023 Q3	$18.5K	Hold	87	–	–	0.01%	217
2023 Q2	$19.2K	Hold	87	–	–	0.01%	220
2023 Q1	$17.8K	Buy	+87	New	+$17.4K	0.01%	213

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Tanglewood Legacy Advisors held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 77 shares worth $28.5K. The position accounts for 0.01% of the portfolio, ranked #195.

Tanglewood Legacy Advisors first reported a position in VTI in Q1 2023 and has held it in 10 quarters since. 3,693 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Tanglewood Legacy Advisors held 77 shares of Vanguard Morningstar Total Stock Market ETF worth $28.5K as of Q2 2026.
Tanglewood Legacy Advisors left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.01% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #195 holding.
Tanglewood Legacy Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2023 and has held it in 10 quarters since.
3,693 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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