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

Legacy Edge 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 		$2.75M Buy
7,443
+1,623
+28% +$580K 0.25% 58
2026
Q1 		$1.87M Sell
5,820
-182
-3% -$61.1K 0.2% 64
2025
Q4 		$2.01M Buy
6,002
+902
+18% +$300K 0.22% 59
2025
Q3 		$1.67M Sell
5,100
-172
-3% -$54.3K 0.2% 61
2025
Q2 		$1.6M Sell
5,272
-366
-6% -$103K 0.21% 60
2025
Q1 		$1.55M Sell
5,638
-76
-1% -$22.1K 0.24% 54
2024
Q4 		$1.66M Sell
5,714
-84
-1% -$24.5K 0.26% 49
2024
Q3 		$1.64M Buy
5,798
+819
+16% +$223K 0.26% 50
2024
Q2 		$1.33M Buy
4,979
+277
+6% +$71.7K 0.25% 56
2024
Q1 		$1.22M Buy
4,702
+3,186
+210% +$788K 0.25% 56
2023
Q4 		$360K Buy
+1,516
New +$335K 0.08% 113

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 Edge Advisors's VTI Position: Q2 2026 in Review

Legacy Edge Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 28% in Q2 2026, buying an estimated $580K and bringing the position to 7,443 shares worth $2.75M. The position accounts for 0.25% of the portfolio, ranked #58.

Legacy Edge Advisors first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 3,695 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Legacy Edge Advisors held 7,443 shares of Vanguard Morningstar Total Stock Market ETF worth $2.75M as of Q2 2026.
  • Legacy Edge Advisors bought 1,623 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $580K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.25% of Legacy Edge Advisors's portfolio in Q2 2026, its #58 holding.
  • Legacy Edge Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 3,695 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.