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Tanglewood Legacy Advisors »

Vanguard Small-Cap Value ETF shares owned by Tanglewood Legacy Advisors

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

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

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap Value 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 Value ETF by Tanglewood Legacy Advisors

Quarter filed	Position value	Share count	Share price at filing
2025-06-30	$105k	539	195.01
2025-03-31	$81k	433	186.29
2024-12-31	$86k	433	198.18

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 Value ETF

Wells Fargo & Company

Envestnet Asset Management

Sei Investments

Captrust Financial Advisors

Cetera Investment Advisers

Raymond James Financial

Jones Financial Companies, L.L

Advisor Group Holdings

Tiaa Trust, National Association

View all funds holding Vanguard Small-Cap Value ETF

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