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

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 		$15.2M Sell
41,079
-177
-0.4% -$63.3K 1.42% 16
2026
Q1 		$13.2M Buy
41,256
+2,851
+7% +$957K 1.56% 15
2025
Q4 		$12.9M Buy
38,405
+21,430
+126% +$7.13M 1.38% 17
2025
Q3 		$5.59M Buy
+16,975
New +$5.36M 0.69% 27
2025
Q2 		– Sell
-12,972
Closed -$3.57M – 401
2025
Q1 		$3.57M Buy
12,972
+10,297
+385% +$2.99M 0.37% 56
2024
Q4 		$775K Buy
2,675
+1,161
+77% +$339K 0.08% 199
2024
Q3 		$430K Hold
1,514
– – 0.05% 255
2024
Q2 		$406K Hold
1,514
– – 0.05% 222
2024
Q1 		$393K Sell
1,514
-3,435
-69% -$850K 0.05% 228
2023
Q4 		$1.17M Buy
4,949
+358
+8% +$79.1K 0.15% 116
2023
Q3 		$975K Buy
4,591
+442
+11% +$97.8K 0.16% 125
2023
Q2 		$914K Hold
4,149
– – 0.14% 124
2023
Q1 		$847K Hold
4,149
– – 0.16% 109
2022
Q4 		$793K Hold
4,149
– – 0.15% 109
2022
Q3 		$745K Hold
4,149
– – 0.16% 92
2022
Q2 		$783K Hold
4,149
– – 0.16% 87
2022
Q1 		$945K Sell
4,149
-3,815
-48% -$858K 0.18% 80
2021
Q4 		$1.92M Hold
7,964
– – 0.71% 29
2021
Q3 		$1.77M Buy
7,964
+400
+5% +$91.2K 0.71% 28
2021
Q2 		$1.69M Buy
7,564
+1,455
+24% +$316K 0.68% 30
2021
Q1 		$1.26M Hold
6,109
– – 0.56% 32
2020
Q4 		$1.19M Sell
6,109
-4,318
-41% -$789K 0.68% 31
2020
Q3 		$1.78M Buy
10,427
+4,318
+71% +$726K 1.17% 20
2020
Q2 		$956K Hold
6,109
– – 0.76% 30
2020
Q1 		$788K Hold
6,109
– – 0.79% 31
2019
Q4 		$1M Sell
6,109
-2,093
-26% -$328K 0.63% 37
2019
Q3 		$1.24M Buy
8,202
+7,660
+1,413% +$1.15M 0.93% 30
2019
Q2 		$81K Hold
542
– – 0.05% 171
2019
Q1 		$78K Buy
+542
New +$75.6K 0.03% 178
2018
Q4 		– Sell
-542
Closed -$81K – 389
2018
Q3 		$81K Hold
542
– – 0.04% 193
2018
Q2 		$76K Hold
542
– – 0.06% 149
2018
Q1 		$74K Hold
542
– – 0.05% 133
2017
Q4 		$74K Hold
542
– – 0.07% 101
2017
Q3 		$70K Hold
542
– – 0.08% 86
2017
Q2 		$67K Hold
542
– – 0.09% 83
2017
Q1 		$65K Hold
542
– – 0.09% 84
2016
Q4 		$62K Buy
+542
New +$61K 0.08% 90

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Legacy Advisors's VTI Position: Q2 2026 in Review

Legacy Advisors reduced its Vanguard Total Stock Market ETF (VTI) stake by 0.43% in Q2 2026, selling an estimated $63.3K and leaving 41,079 shares worth $15.2M. The position accounts for 1.42% of the portfolio, ranked #16.

Legacy Advisors first reported a position in VTI in Q4 2016 and has held it in 37 quarters since. 1,392 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Legacy Advisors held 41,079 shares of Vanguard Total Stock Market ETF worth $15.2M as of Q2 2026.
  • Legacy Advisors sold 177 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $63.3K.
  • Vanguard Total Stock Market ETF made up 1.42% of Legacy Advisors's portfolio in Q2 2026, its #16 holding.
  • Legacy Advisors first reported a position in Vanguard Total Stock Market ETF in Q4 2016 and has held it in 37 quarters since.
  • 1,392 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.