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

Legacy Bridge’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
Q1 		$192K Hold
600
– – 0.07% 148
2025
Q4 		$201K Hold
600
– – 0.08% 139
2025
Q3 		$197K Hold
600
– – 0.08% 141
2025
Q2 		$182K Hold
600
– – 0.09% 137
2025
Q1 		$165K Hold
600
– – 0.09% 139
2024
Q4 		$174K Hold
600
– – 0.09% 141
2024
Q3 		$170K Hold
600
– – 0.09% 146
2024
Q2 		$161K Hold
600
– – 0.09% 138
2024
Q1 		$156K Hold
600
– – 0.09% 150
2023
Q4 		$142K Hold
600
– – 0.09% 149
2023
Q3 		$127K Hold
600
– – 0.09% 153
2023
Q2 		$132K Hold
600
– – 0.09% 154
2023
Q1 		$122K Hold
600
– – 0.09% 159
2022
Q4 		$115K Hold
600
– – 0.08% 159
2022
Q3 		$108K Hold
600
– – 0.09% 156
2022
Q2 		$113K Hold
600
– – 0.08% 160
2022
Q1 		$137K Hold
600
– – 0.08% 160
2021
Q4 		$145K Hold
600
– – 0.08% 158
2021
Q3 		$133K Hold
600
– – 0.08% 161
2021
Q2 		$134K Hold
600
– – 0.08% 162
2021
Q1 		$124K Hold
600
– – 0.08% 159
2020
Q4 		$117K Hold
600
– – 0.08% 157
2020
Q3 		$102K Hold
600
– – 0.09% 147
2020
Q2 		$94K Hold
600
– – 0.1% 146
2020
Q1 		$77K Buy
+600
New +$92.8K 0.1% 148

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legacy Bridge's VTI Position: Q1 2026 in Review

Legacy Bridge held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q1 2026 at 600 shares worth $192K. The position accounts for 0.07% of the portfolio, ranked #148.

Legacy Bridge first reported a position in VTI in Q1 2020 and has held it in 25 quarters since. The position peaked at $201K in Q4 2025. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Legacy Bridge held 600 shares of Vanguard Morningstar Total Stock Market ETF worth $192K as of Q1 2026.
  • Legacy Bridge left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q1 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.07% of Legacy Bridge's portfolio in Q1 2026, its #148 holding.
  • Legacy Bridge first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2020 and has held it in 25 quarters since.
  • Legacy Bridge's Vanguard Morningstar Total Stock Market ETF position peaked at $201K in Q4 2025.
  • 3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.