Tanglewood Wealth Management, Inc. VEA holdings history
VANGUARD FTSE DEVELOPED ETF · CUSIP 921943858 · CIK 1454308
As of 2026-06-30, Tanglewood Wealth Management, Inc. reported 2.95M VEA (shares), valued at $210.45M, or 17.90% of its reported non-derivative portfolio. Filed 2026-07-27.
Verify history & sources →Shares increased 1.38%; reported value increased 12.72%, and weight changed +2.44 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 17.90% | 2,953,730 | SEC filing ↗Filed Jul 27, 2026 |
| Q1 2026 | 15.46% | 2,913,636 | SEC filing ↗Filed Apr 21, 2026 |
| Q4 2025 | 16.76% | 2,925,381 | SEC filing ↗Filed Jan 29, 2026 |
| Q3 2025 | 15.28% | 2,744,800 | SEC filing ↗Filed Oct 30, 2025 |
| Q2 2025 | 15.40% | 2,739,624 | SEC filing ↗Filed Jul 21, 2025 |
| Q1 2025 | 11.99% | 2,096,680 | SEC filing ↗Filed Apr 14, 2025 |
| Q4 2024 | 7.98% | 1,449,237 | SEC filing ↗Filed Jan 24, 2025 |
| Q3 2024 | 10.06% | 1,653,392 | SEC filing ↗Filed Oct 28, 2024 |
| Q2 2024 | 10.58% | 1,721,513 | SEC filing ↗Filed Jul 26, 2024 |
| Q1 2024 | 10.64% | 1,715,419 | SEC filing ↗Filed May 8, 2024 |
| Q4 2023 | 9.94% | 1,695,719 | SEC filing ↗Filed Feb 8, 2024 |
| Q3 2023 | 8.99% | 1,212,435 | SEC filing ↗Filed Oct 31, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 8.99% | 1,212,435 | $53.01M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 31, 2023 |
| Q4 2023 | 9.94% | 1,695,719 | $81.22M | Shares increased 39.86%; reported value increased 53.23%, and weight changed +0.95 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 8, 2024 |
| Q1 2024 | 10.64% | 1,715,419 | $86.06M | Shares increased 1.16%; reported value increased 5.96%, and weight changed +0.70 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2024 |
| Q2 2024 | 10.58% | 1,721,513 | $85.08M | Shares increased 0.36%; reported value decreased 1.14%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 26, 2024 |
| Q3 2024 | 10.06% | 1,653,392 | $87.32M | Shares decreased 3.96%; reported value increased 2.63%, and weight changed -0.52 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 28, 2024 |
| Q4 2024 | 7.98% | 1,449,237 | $69.30M | Shares decreased 12.35%; reported value decreased 20.63%, and weight changed -2.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 24, 2025 |
| Q1 2025 | 11.99% | 2,096,680 | $106.57M | Shares increased 44.67%; reported value increased 53.78%, and weight changed +4.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 14, 2025 |
| Q2 2025 | 15.40% | 2,739,624 | $156.19M | Shares increased 30.66%; reported value increased 46.55%, and weight changed +3.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 21, 2025 |
| Q3 2025 | 15.28% | 2,744,800 | $164.47M | Shares increased 0.19%; reported value increased 5.30%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 30, 2025 |
| Q4 2025 | 16.76% | 2,925,381 | $182.75M | Shares increased 6.58%; reported value increased 11.11%, and weight changed +1.48 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 29, 2026 |
| Q1 2026 | 15.46% | 2,913,636 | $186.71M | Shares decreased 0.40%; reported value increased 2.17%, and weight changed -1.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 21, 2026 |
| Q2 2026 | 17.90% | 2,953,730 | $210.45M | Shares increased 1.38%; reported value increased 12.72%, and weight changed +2.44 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 27, 2026 |
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