Atlas Legacy Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Atlas Legacy Advisors’s Portfolio VTI Stock Details VTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.7M	Sell	15,406 -84	-0.5%	-$30K	0.84%	31
2026 Q1	$4.97M	Buy	15,490 +1,507	+11%	+$506K	0.9%	28
2025 Q4	$4.69M	Buy	13,983 +1,288	+10%	+$428K	0.82%	31
2025 Q3	$4.17M	Buy	12,695 +594	+5%	+$188K	0.8%	33
2025 Q2	$3.68M	Buy	12,101 +2,985	+33%	+$840K	0.81%	33
2025 Q1	$2.51M	Sell	9,116 -31,632	-78%	-$9.19M	0.64%	38
2024 Q4	$11.8M	Buy	+40,748	New	+$11.9M	2.86%	7

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Atlas Legacy Advisors's VTI Position: Q2 2026 in Review

Atlas Legacy Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.54% in Q2 2026, selling an estimated $30K and leaving 15,406 shares worth $5.7M. The position accounts for 0.84% of the portfolio, ranked #31.

Atlas Legacy Advisors first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.8M in Q4 2024. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Atlas Legacy Advisors held 15,406 shares of Vanguard Morningstar Total Stock Market ETF worth $5.7M as of Q2 2026.
Atlas Legacy Advisors sold 84 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $30K.
Vanguard Morningstar Total Stock Market ETF made up 0.84% of Atlas Legacy Advisors's portfolio in Q2 2026, its #31 holding.
Atlas Legacy Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
Atlas Legacy Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $11.8M in Q4 2024.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Atlas Legacy Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.