Tanglewood Legacy Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.63M	Hold	18,912	–	–	0.53%	34
2026 Q1	$1.38M	Buy	18,912 +4,632	+32%	+$360K	0.5%	37
2025 Q4	$1.16M	Hold	14,280	–	–	0.44%	38
2025 Q3	$1.14M	Hold	14,280	–	–	0.44%	35
2025 Q2	$1.04M	Sell	14,280 -300	-2%	-$19.8K	0.43%	36
2025 Q1	$901K	Sell	14,580 -486	-3%	-$32.8K	0.39%	39
2024 Q4	$1.03M	Buy	15,066 +1,056	+8%	+$70.9K	0.44%	38
2024 Q3	$896K	Hold	14,010	–	–	0.4%	40
2024 Q2	$873K	Hold	14,010	–	–	0.41%	39
2024 Q1	$804K	Hold	14,010	–	–	0.4%	39
2023 Q4	$726K	Sell	14,010 -4,134	-23%	-$200K	0.4%	37
2023 Q3	$823K	Hold	18,144	–	–	0.49%	34
2023 Q2	$856K	Buy	18,144 +2,190	+14%	+$95K	0.49%	34
2023 Q1	$663K	Buy	+15,954	New	+$620K	0.42%	35

Other funds holding VUG

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

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

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

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Tanglewood Legacy Advisors held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 18,912 shares worth $1.63M. The position accounts for 0.53% of the portfolio, ranked #34.

Tanglewood Legacy Advisors first reported a position in VUG in Q1 2023 and has held it in 14 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Tanglewood Legacy Advisors held 18,912 shares of Vanguard Morningstar Growth ETF worth $1.63M as of Q2 2026.
Tanglewood Legacy Advisors left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.53% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #34 holding.
Tanglewood Legacy Advisors first reported a position in Vanguard Morningstar Growth ETF in Q1 2023 and has held it in 14 quarters since.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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