Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Legacy Financial Group (Iowa)’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 		$722K Sell
1,950
-27
-1% -$9.65K 0.08% 79
2026
Q1 		$634K Hold
1,977
– – 0.08% 78
2025
Q4 		$669K Sell
1,977
-2
-0.1% -$665 0.08% 76
2025
Q3 		$649K Sell
1,979
-128
-6% -$40.4K 0.09% 71
2025
Q2 		$640K Sell
2,107
-519
-20% -$146K 0.09% 67
2025
Q1 		$722K Hold
2,626
– – 0.11% 58
2024
Q4 		$761K Buy
+2,626
New +$766K 0.12% 59
2024
Q3 		– Sell
-2,764
Closed -$739K – 101
2024
Q2 		$739K Hold
2,764
– – 0.15% 55
2024
Q1 		$718K Buy
+2,764
New +$684K 0.15% 55
2023
Q4 		– Sell
-2,843
Closed -$604K – 500
2023
Q3 		$604K Buy
+2,843
New +$629K 0.14% 56
2022
Q2 		– Sell
-13,079
Closed -$2.98M – 45
2022
Q1 		$2.98M Buy
+13,079
New +$2.94M 0.87% 21
2021
Q4 		– Sell
-13,291
Closed -$2.95M – 57
2021
Q3 		$2.95M Sell
13,291
-172
-1% -$39.2K 0.88% 18
2021
Q2 		$3M Sell
13,463
-507
-4% -$110K 0.91% 19
2021
Q1 		$2.89M Sell
13,970
-419
-3% -$84.8K 1% 21
2020
Q4 		$2.8M Buy
+14,389
New +$2.63M 1.08% 23

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Vanguard Advisers Inc
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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 Group (Iowa)'s VTI Position: Q2 2026 in Review

Legacy Financial Group (Iowa) reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.4% in Q2 2026, selling an estimated $9.65K and leaving 1,950 shares worth $722K. The position accounts for 0.08% of the portfolio, ranked #79.

Legacy Financial Group (Iowa) first reported a position in VTI in Q4 2020 and has held it in 15 quarters since. The position peaked at $3M in Q2 2021. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Legacy Financial Group (Iowa) held 1,950 shares of Vanguard Morningstar Total Stock Market ETF worth $722K as of Q2 2026.
  • Legacy Financial Group (Iowa) sold 27 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $9.65K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.08% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #79 holding.
  • Legacy Financial Group (Iowa) first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 15 quarters since.
  • Legacy Financial Group (Iowa)'s Vanguard Morningstar Total Stock Market ETF position peaked at $3M in Q2 2021.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.