TWM
VTI icon

Tanglewood Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Tanglewood Wealth Management’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 		$239M Buy
646,444
+52,414
+9% +$18.7M 20.35% 1
2026
Q1 		$191M Buy
594,030
+30,208
+5% +$10.1M 15.78% 1
2025
Q4 		$189M Buy
563,822
+4,916
+0.9% +$1.64M 17.33% 1
2025
Q3 		$183M Sell
558,906
-6,529
-1% -$2.06M 17.05% 1
2025
Q2 		$172M Buy
565,435
+94,730
+20% +$26.6M 16.94% 1
2025
Q1 		$129M Sell
470,705
-182,043
-28% -$52.9M 14.55% 1
2024
Q4 		$189M Sell
652,748
-13,724
-2% -$4M 21.79% 1
2024
Q3 		$189M Sell
666,472
-3,206
-0.5% -$874K 21.74% 1
2024
Q2 		$179M Sell
669,678
-16,667
-2% -$4.31M 22.27% 1
2024
Q1 		$178M Sell
686,345
-21,731
-3% -$5.38M 22.04% 1
2023
Q4 		$168M Buy
708,076
+145,854
+26% +$32.2M 20.56% 1
2023
Q3 		$119M Sell
562,222
-132,244
-19% -$29.3M 20.25% 2
2023
Q2 		$153M Buy
694,466
+366,811
+112% +$76.5M 21.87% 2
2023
Q1 		$66.9M Sell
327,655
-26,502
-7% -$5.31M 9.71% 2
2022
Q4 		$67.7M Sell
354,157
-45,825
-11% -$8.83M 10.14% 2
2022
Q3 		$71.8M Sell
399,982
-65,430
-14% -$13M 10.84% 2
2022
Q2 		$87.8M Sell
465,412
-39,953
-8% -$8.21M 11.84% 2
2022
Q1 		$115M Sell
505,365
-100,944
-17% -$22.7M 17.27% 2
2021
Q4 		$146M Sell
606,309
-53,866
-8% -$12.7M 24.27% 1
2021
Q3 		$147M Sell
660,175
-64,498
-9% -$14.7M 26.03% 1
2021
Q2 		$161M Buy
724,673
+11,975
+2% +$2.6M 28.9% 1
2021
Q1 		$147M Buy
712,698
+30,127
+4% +$6.1M 29.31% 1
2020
Q4 		$133M Buy
682,571
+119,502
+21% +$21.8M 27.94% 1
2020
Q3 		$95.9M Buy
563,069
+9,506
+2% +$1.6M 21.87% 1
2020
Q2 		$86.6M Buy
553,563
+79,974
+17% +$11.8M 24.52% 1
2020
Q1 		$61M Sell
473,589
-225,322
-32% -$34.8M 11.84% 2
2019
Q4 		$114M Buy
698,911
+17,306
+3% +$2.71M 22% 1
2019
Q3 		$103M Buy
681,605
+3,628
+0.5% +$547K 22.44% 2
2019
Q2 		$102M Sell
677,977
-58,942
-8% -$8.68M 24.52% 1
2019
Q1 		$107M Buy
736,919
+14,670
+2% +$2.05M 23.44% 1
2018
Q4 		$92.2M Buy
722,249
+43,569
+6% +$6.02M 23.13% 1
2018
Q3 		$102M Buy
678,680
+10,565
+2% +$1.55M 28.71% 1
2018
Q2 		$93.8M Buy
668,115
+93,487
+16% +$13M 27.31% 1
2018
Q1 		$78M Buy
574,628
+66,696
+13% +$9.35M 24.07% 2
2017
Q4 		$69.7M Buy
507,932
+1,402
+0.3% +$188K 21.93% 2
2017
Q3 		$65.6M Sell
506,530
-47,563
-9% -$6.02M 20.83% 2
2017
Q2 		$69M Sell
554,093
-84
-0% -$10.4K 21.08% 2
2017
Q1 		$67.2M Buy
554,177
+190,231
+52% +$22.8M 21.73% 2
2016
Q4 		$42M Buy
363,946
+71,392
+24% +$8.03M 14.46% 2
2016
Q3 		$32.6M Sell
292,554
-1,370
-0.5% -$152K 11.72% 2
2016
Q2 		$31.5M Sell
293,924
-81,215
-22% -$8.61M 11.61% 3
2016
Q1 		$39.3M Buy
+375,139
New +$37.2M 13.53% 2

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Tanglewood Wealth Management's VTI Position: Q2 2026 in Review

Tanglewood Wealth Management increased its Vanguard Total Stock Market ETF (VTI) stake by 8.8% in Q2 2026, buying an estimated $18.7M and bringing the position to 646,444 shares worth $239M. The position accounts for 20.35% of the portfolio, ranked #1.

Tanglewood Wealth Management first reported a position in VTI in Q1 2016 and has held it in 42 quarters since. 1,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Tanglewood Wealth Management held 646,444 shares of Vanguard Total Stock Market ETF worth $239M as of Q2 2026.
  • Tanglewood Wealth Management bought 52,414 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $18.7M.
  • Vanguard Total Stock Market ETF made up 20.35% of Tanglewood Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Tanglewood Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q1 2016 and has held it in 42 quarters since.
  • 1,665 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Tanglewood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.