Tanglewood Wealth Management, Inc. VTI Vanguard Total Stock Market ETF VTI

Ownership history in Tanglewood Wealth Management, Inc.  ·  42 quarters on record

AI Ownership Summary

Tanglewood Wealth Management, Inc. reported Vanguard Total Stock Market ETF VTI (VTI) in 42 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 22.27% in 2024 Q2. The latest visible filing shows VTI at 15.78% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VTI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Tanglewood Wealth Management, Inc.'s position in Vanguard Total Stock Market ETF VTI, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VTI was reported at 15.78% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
22.27% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Tanglewood Wealth Management, Inc. held VTI — position size vs. price
% of Fund (quarterly)    VTI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 594,030 +30,208 +5.4% 15.78% $190.6M 2026-04-21 $347.84
2025 Q4 ADDED 563,822 +4,916 +0.9% 17.33% $189.0M 2026-01-29 $341.22
2025 Q3 REDUCED 558,906 -6,529 -1.2% 17.05% $183.4M 2025-10-30 $332.09
2025 Q2 ADDED 565,435 +94,730 +20.1% 16.94% $171.9M 2025-07-21 $306.75
2025 Q1 REDUCED 27.9% +10.9% 470,705 -182,043 -27.9% 14.55% $129.4M 2025-04-14 $261.06
2024 Q4 REDUCED 652,748 -13,724 -2.1% 21.79% $189.2M 2025-01-24 $296.74
2024 Q3 REDUCED 666,472 -3,206 -0.5% 21.74% $188.7M 2024-10-28 $281.45
2024 Q2 REDUCED 669,678 -16,667 -2.4% 22.27% $179.1M 2024-07-26 $263.94
2024 Q1 REDUCED 686,345 -21,731 -3.1% 22.04% $178.4M 2024-05-08 $249.95
2023 Q4 ADDED 708,076 +145,854 +25.9% 20.56% $168.0M 2024-02-08 $240.41
32 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Tanglewood Wealth Management, Inc. and VTI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Tanglewood Wealth Management, Inc. reported owning VTI?

Tanglewood Wealth Management, Inc. reported VTI across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VTI position in Tanglewood Wealth Management, Inc.'s portfolio?

The largest reported portfolio weight for VTI was 22.27% in 2024 Q2.

What is the latest reported VTI position on this page?

The most recent filing on this page is 2026 Q1, when Tanglewood Wealth Management, Inc. reported 594,030 shares, equal to 15.78% of portfolio, with an estimated market value of $190.6M.

What does the chart on this VTI ownership page compare?

The chart compares Tanglewood Wealth Management, Inc.'s quarterly VTI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Tanglewood Wealth Management, Inc. time their VTI position?

Based on 13F filing dates vs. subsequent VTI price moves, Tanglewood Wealth Management, Inc. correctly timed 23 out of 41 reported position changes (56%). The annualised alpha on VTI relative to SPY over the holding period was +0.4%.

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