Tanglewood Wealth Management, Inc. VGIT holdings history
VANGUARD INTERMEDIATE-TERM T · CUSIP 92206C706 · CIK 1454308
As of 2026-06-30, Tanglewood Wealth Management, Inc. reported 1.03M VGIT (shares), valued at $60.53M, or 5.15% of its reported non-derivative portfolio. Filed 2026-07-27.
Verify history & sources →Shares decreased 19.87%; reported value decreased 20.64%, and weight changed -1.17 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 | 5.15% | 1,026,225 | SEC filing ↗Filed Jul 27, 2026 |
| Q1 2026 | 6.32% | 1,280,740 | SEC filing ↗Filed Apr 21, 2026 |
| Q4 2025 | 7.72% | 1,405,143 | SEC filing ↗Filed Jan 29, 2026 |
| Q3 2025 | 7.64% | 1,369,751 | SEC filing ↗Filed Oct 30, 2025 |
| Q2 2025 | 7.95% | 1,347,593 | SEC filing ↗Filed Jul 21, 2025 |
| Q1 2025 | 3.74% | 559,633 | SEC filing ↗Filed Apr 14, 2025 |
| Q4 2024 | 4.93% | 738,369 | SEC filing ↗Filed Jan 24, 2025 |
| Q3 2024 | 5.25% | 753,483 | SEC filing ↗Filed Oct 28, 2024 |
| Q2 2024 | 5.67% | 783,810 | SEC filing ↗Filed Jul 26, 2024 |
| Q1 2024 | 5.89% | 813,600 | SEC filing ↗Filed May 8, 2024 |
| Q4 2023 | 6.02% | 828,446 | SEC filing ↗Filed Feb 8, 2024 |
| Q3 2023 | 2.23% | 230,144 | SEC filing ↗Filed Oct 31, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 2.23% | 230,144 | $13.15M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 31, 2023 |
| Q4 2023 | 6.02% | 828,446 | $49.14M | Shares increased 259.97%; reported value increased 273.64%, and weight changed +3.79 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 8, 2024 |
| Q1 2024 | 5.89% | 813,600 | $47.64M | Shares decreased 1.79%; reported value decreased 3.07%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2024 |
| Q2 2024 | 5.67% | 783,810 | $45.64M | Shares decreased 3.66%; reported value decreased 4.19%, and weight changed -0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 26, 2024 |
| Q3 2024 | 5.25% | 753,483 | $45.53M | Shares decreased 3.87%; reported value decreased 0.25%, and weight changed -0.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 28, 2024 |
| Q4 2024 | 4.93% | 738,369 | $42.83M | Shares decreased 2.01%; reported value decreased 5.93%, and weight changed -0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 24, 2025 |
| Q1 2025 | 3.74% | 559,633 | $33.24M | Shares decreased 24.21%; reported value decreased 22.38%, and weight changed -1.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 14, 2025 |
| Q2 2025 | 7.95% | 1,347,593 | $80.60M | Shares increased 140.80%; reported value increased 142.46%, and weight changed +4.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 21, 2025 |
| Q3 2025 | 7.64% | 1,369,751 | $82.23M | Shares increased 1.64%; reported value increased 2.02%, and weight changed -0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 30, 2025 |
| Q4 2025 | 7.72% | 1,405,143 | $84.21M | Shares increased 2.58%; reported value increased 2.41%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 29, 2026 |
| Q1 2026 | 6.32% | 1,280,740 | $76.27M | Shares decreased 8.85%; reported value decreased 9.43%, and weight changed -1.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 21, 2026 |
| Q2 2026 | 5.15% | 1,026,225 | $60.53M | Shares decreased 19.87%; reported value decreased 20.64%, and weight changed -1.17 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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