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

Legacy Financial 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 		$6.35M Sell
17,169
-629
-4% -$225K 0.77% 23
2026
Q1 		$5.71M Sell
17,798
-206
-1% -$69.1K 0.8% 23
2025
Q4 		$6.04M Buy
18,004
+1,766
+11% +$587K 0.84% 22
2025
Q3 		$5.33M Sell
16,238
-396
-2% -$125K 0.73% 23
2025
Q2 		$5.06M Buy
16,634
+1,336
+9% +$376K 0.79% 23
2025
Q1 		$4.2M Buy
15,298
+2,129
+16% +$619K 0.7% 22
2024
Q4 		$3.82M Sell
13,169
-805
-6% -$235K 0.63% 27
2024
Q3 		$3.96M Sell
13,974
-1,485
-10% -$405K 0.66% 25
2024
Q2 		$4.14M Buy
15,459
+1,123
+8% +$291K 0.74% 23
2024
Q1 		$3.73M Sell
14,336
-1,337
-9% -$331K 0.67% 24
2023
Q4 		$3.72M Sell
15,673
-1,403
-8% -$310K 0.71% 21
2023
Q3 		$3.63M Sell
17,076
-2,535
-13% -$561K 0.73% 21
2023
Q2 		$4.32M Sell
19,611
-2,140
-10% -$446K 0.81% 20
2023
Q1 		$4.44M Sell
21,751
-1,981
-8% -$397K 0.91% 16
2022
Q4 		$4.54M Buy
23,732
+4,998
+27% +$963K 0.98% 16
2022
Q3 		$3.36M Buy
18,734
+15,487
+477% +$3.09M 0.8% 17
2022
Q2 		$612K Buy
3,247
+2,328
+253% +$478K 0.15% 72
2022
Q1 		$209K Sell
919
-19
-2% -$4.27K 0.05% 229
2021
Q4 		$226K Sell
938
-717
-43% -$169K 0.05% 189
2021
Q3 		$368K Sell
1,655
-224
-12% -$51.1K 0.09% 105
2021
Q2 		$419K Buy
+1,879
New +$408K 0.11% 88

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 Financial Advisors's VTI Position: Q2 2026 in Review

Legacy Financial Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.5% in Q2 2026, selling an estimated $225K and leaving 17,169 shares worth $6.35M. The position accounts for 0.77% of the portfolio, ranked #23.

Legacy Financial Advisors first reported a position in VTI in Q2 2021 and has held it in 21 quarters since. 3,692 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Legacy Financial Advisors held 17,169 shares of Vanguard Morningstar Total Stock Market ETF worth $6.35M as of Q2 2026.
  • Legacy Financial Advisors sold 629 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $225K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.77% of Legacy Financial Advisors's portfolio in Q2 2026, its #23 holding.
  • Legacy Financial Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2021 and has held it in 21 quarters since.
  • 3,692 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.