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Legacy CG’s Vanguard 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
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 $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 $11.5B AUM 18.72% 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 CG's VTI Position: Q1 2026 in Review

Legacy CG held its Vanguard Total Stock Market ETF (VTI) position steady in Q1 2026 at 1,747 shares worth $560K. The position accounts for 0.16% of the portfolio, ranked #41.

Legacy CG first reported a position in VTI in Q1 2022 and has held it in 10 quarters since. The position peaked at $604K in Q3 2025. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Legacy CG held 1,747 shares of Vanguard Total Stock Market ETF worth $560K as of Q1 2026.
  • Legacy CG left its Vanguard Total Stock Market ETF share count unchanged in Q1 2026.
  • Vanguard Total Stock Market ETF made up 0.16% of Legacy CG's portfolio in Q1 2026, its #41 holding.
  • Legacy CG first reported a position in Vanguard Total Stock Market ETF in Q1 2022 and has held it in 10 quarters since.
  • Legacy CG's Vanguard Total Stock Market ETF position peaked at $604K in Q3 2025.
  • 3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Legacy CG's 13F filing for Q1 2026, filed 5 May 2026.