Tanglewood Legacy Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$693K	Hold	4,383	–	–	0.22%	59
2026 Q1	$649K	Hold	4,383	–	–	0.23%	59
2025 Q4	$629K	Hold	4,383	–	–	0.24%	57
2025 Q3	$618K	Sell	4,383 -105	-2%	-$14.4K	0.24%	57
2025 Q2	$598K	Buy	4,488 +25	+0.6%	+$3.17K	0.25%	55
2025 Q1	$576K	Hold	4,463	–	–	0.25%	52
2024 Q4	$569K	Buy	4,463 +363	+9%	+$47.3K	0.24%	53
2024 Q3	$526K	Hold	4,100	–	–	0.23%	53
2024 Q2	$486K	Hold	4,100	–	–	0.23%	53
2024 Q1	$496K	Hold	4,100	–	–	0.24%	53
2023 Q4	$458K	Hold	4,100	–	–	0.25%	57
2023 Q3	$424K	Hold	4,100	–	–	0.25%	56
2023 Q2	$435K	Hold	4,100	–	–	0.25%	54
2023 Q1	$433K	Hold	4,100	–	–	0.28%	48
2022 Q4	$444K	Buy	+4,100	New	+$436K	0.32%	37

Other funds holding VYM

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

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

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

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

Tanglewood Legacy Advisors held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 4,383 shares worth $693K. The position accounts for 0.22% of the portfolio, ranked #59.

Tanglewood Legacy Advisors first reported a position in VYM in Q4 2022 and has held it in 15 quarters since. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Tanglewood Legacy Advisors held 4,383 shares of Vanguard High Dividend Yield ETF worth $693K as of Q2 2026.
Tanglewood Legacy Advisors left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
Vanguard High Dividend Yield ETF made up 0.22% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #59 holding.
Tanglewood Legacy Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 15 quarters since.
2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

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