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Vanguard Small-Cap ETF shares owned by Tanglewood Legacy Advisors

Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Tanglewood Legacy Advisors from 13F filings

Historical chart of Tanglewood Legacy Advisors investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap ETF held by Tanglewood Legacy Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap ETF by Tanglewood Legacy Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $25k 104 236.98
2025-03-31 $23k 104 221.75
2024-12-31 $25k 104 240.28

More positions owned by Tanglewood Legacy Advisors

Ishares Core MF Closed and MF Open (IUSV)
Ishares S&p MF Closed and MF Open (IUSG)
Ishares Russell MF Closed and MF Open (IWR)
Ishares Russell MF Closed and MF Open (IWF)
Pgim Aaa MF Closed and MF Open (PAAA)
First Trust MF Closed and MF Open (FMAY)
Ishares Russell MF Closed and MF Open (IWD)
First Trust MF Closed and MF Open (DMAY)
First Trust MF Closed and MF Open (FAPR)
SPDR S&P MF Closed and MF Open (SPY)
Apple Common Stock (AAPL)
Invesco Qqq MF Closed and MF Open (QQQ)
First Trust MF Closed and MF Open (GJAN)
First Trust MF Closed and MF Open (DNOV)
First Trust MF Closed and MF Open (DAPR)

View all positions for Tanglewood Legacy Advisors

Top funds holding Vanguard Small-Cap ETF

Morgan Stanley
Wells Fargo & Company
Envestnet Asset Management
LPL Financial
UBS Group
Mercer Global Advisors
Northwestern Mutual Wealth Management Company
Jones Financial Companies, L.L
Captrust Financial Advisors
Ameriprise Financial
Royal Bank of Canada
Raymond James Financial
Creative Planning
Pnc Financial Services
Charles Schwab Investment Management

View all funds holding Vanguard Small-Cap ETF