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

Legacy CG’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 		$646K Hold
1,747
– – 0.17% 41
2026
Q1 		$560K Hold
1,747
– – 0.16% 41
2025
Q4 		$586K Sell
1,747
-92
-5% -$30.6K 0.16% 43
2025
Q3 		$604K Hold
1,839
– – 0.17% 42
2025
Q2 		$559K Hold
1,839
– – 0.17% 48
2025
Q1 		$505K Hold
1,839
– – 0.16% 42
2024
Q4 		$533K Hold
1,839
– – 0.16% 51
2024
Q3 		$521K Sell
1,839
-316
-15% -$86.2K 0.17% 49
2024
Q2 		$576K Buy
+2,155
New +$558K 0.2% 47
2022
Q3 		– Sell
-139
Closed -$26K – 124
2022
Q2 		$26K Sell
139
-1,046
-88% -$215K 0.02% 80
2022
Q1 		$270K Buy
+1,185
New +$266K 0.18% 44

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 CG's VTI Position: Q2 2026 in Review

Legacy CG held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 1,747 shares worth $646K. The position accounts for 0.17% of the portfolio, ranked #41.

Legacy CG first reported a position in VTI in Q1 2022 and has held it in 11 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Legacy CG held 1,747 shares of Vanguard Morningstar Total Stock Market ETF worth $646K as of Q2 2026.
  • Legacy CG left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.17% of Legacy CG's portfolio in Q2 2026, its #41 holding.
  • Legacy CG first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2022 and has held it in 11 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Legacy CG's 13F filing for Q2 2026, filed 22 Jul 2026.