Tanglewood Legacy Advisors’s Vanguard Value ETF VTV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.2M	Buy	6,137 +1,992	+48%	+$399K	0.44%	40
2025 Q4	$792K	Buy	4,145 +65	+2%	+$12.2K	0.3%	48
2025 Q3	$761K	Hold	4,080	–	–	0.29%	49
2025 Q2	$721K	Hold	4,080	–	–	0.3%	48
2025 Q1	$705K	Sell	4,080 -100	-2%	-$17.4K	0.31%	46
2024 Q4	$708K	Buy	4,180 +379	+10%	+$66.5K	0.3%	47
2024 Q3	$664K	Hold	3,801	–	–	0.29%	47
2024 Q2	$610K	Hold	3,801	–	–	0.29%	46
2024 Q1	$619K	Hold	3,801	–	–	0.31%	46
2023 Q4	$568K	Sell	3,801 -1,781	-32%	-$251K	0.31%	47
2023 Q3	$770K	Hold	5,582	–	–	0.46%	35
2023 Q2	$793K	Buy	5,582 +983	+21%	+$137K	0.46%	35
2023 Q1	$635K	Buy	+4,599	New	+$645K	0.41%	38

Other funds holding VTV

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Tanglewood Legacy Advisors's VTV Position: Q1 2026 in Review

Tanglewood Legacy Advisors increased its Vanguard Value ETF (VTV) stake by 48% in Q1 2026, buying an estimated $399K and bringing the position to 6,137 shares worth $1.2M. The position accounts for 0.44% of the portfolio, ranked #40.

Tanglewood Legacy Advisors first reported a position in VTV in Q1 2023 and has held it in 13 quarters since. 2,697 funds tracked by Wall St. Rank hold VTV as of Q1 2026.

Tanglewood Legacy Advisors held 6,137 shares of Vanguard Value ETF worth $1.2M as of Q1 2026.
Tanglewood Legacy Advisors bought 1,992 Vanguard Value ETF shares in Q1 2026, an estimated $399K.
Vanguard Value ETF made up 0.44% of Tanglewood Legacy Advisors's portfolio in Q1 2026, its #40 holding.
Tanglewood Legacy Advisors first reported a position in Vanguard Value ETF in Q1 2023 and has held it in 13 quarters since.
2,697 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q1 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.