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Legacy Capital Group California’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Legacy Capital Group California’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 		$786K Buy
2,124
+2
+0.1% +$715 0.24% 124
2026
Q1 		$681K Sell
2,122
-180
-8% -$60.4K 0.26% 126
2025
Q4 		$772K Buy
2,302
+3
+0.1% +$998 0.19% 143
2025
Q3 		$755K Buy
2,299
+209
+10% +$66K 0.19% 144
2025
Q2 		$635K Buy
2,090
+5
+0.2% +$1.41K 0.18% 151
2025
Q1 		$573K Buy
2,085
+3
+0.1% +$872 0.2% 144
2024
Q4 		$603K Buy
2,082
+2
+0.1% +$584 0.18% 151
2024
Q3 		$589K Sell
2,080
-21
-1% -$5.73K 0.2% 149
2024
Q2 		$562K Buy
2,101
+23
+1% +$5.95K 0.2% 147
2024
Q1 		$540K Buy
2,078
+90
+5% +$22.3K 0.2% 161
2023
Q4 		$472K Buy
+1,988
New +$439K 0.18% 167

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Legacy Capital Group California's VTI Position: Q2 2026 in Review

Legacy Capital Group California increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.09% in Q2 2026, buying an estimated $715 and bringing the position to 2,124 shares worth $786K. The position accounts for 0.24% of the portfolio, ranked #124.

Legacy Capital Group California first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 3,683 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Legacy Capital Group California held 2,124 shares of Vanguard Morningstar Total Stock Market ETF worth $786K as of Q2 2026.
  • Legacy Capital Group California bought 2 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $715.
  • Vanguard Morningstar Total Stock Market ETF made up 0.24% of Legacy Capital Group California's portfolio in Q2 2026, its #124 holding.
  • Legacy Capital Group California first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 3,683 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.