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

Legacy Financial Group (Oklahoma)’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 		$950K Buy
2,567
+2
+0.1% +$715 0.22% 44
2026
Q1 		$823K Buy
2,565
+3
+0.1% +$1.01K 0.22% 42
2025
Q4 		$859K Sell
2,562
-60
-2% -$20K 0.23% 40
2025
Q3 		$860K Sell
2,622
-5
-0.2% -$1.58K 0.24% 40
2025
Q2 		$798K Buy
2,627
+1,645
+168% +$463K 0.24% 40
2025
Q1 		$270K Sell
982
-43
-4% -$12.5K 0.09% 68
2024
Q4 		$297K Hold
1,025
– – 0.1% 69
2024
Q3 		$288K Sell
1,025
-18
-2% -$4.91K 0.1% 65
2024
Q2 		$279K Buy
1,043
+1
+0.1% +$259 0.11% 58
2024
Q1 		$271K Buy
1,042
+10
+1% +$2.47K 0.11% 59
2023
Q4 		$245K Sell
1,032
-15
-1% -$3.32K 0.11% 62
2023
Q3 		$222K Buy
1,047
+24
+2% +$5.31K 0.11% 65
2023
Q2 		$225K Buy
1,023
+12
+1% +$2.5K 0.11% 65
2023
Q1 		$206K Buy
+1,011
New +$202K 0.11% 60

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 Group (Oklahoma)'s VTI Position: Q2 2026 in Review

Legacy Financial Group (Oklahoma) increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.08% in Q2 2026, buying an estimated $715 and bringing the position to 2,567 shares worth $950K. The position accounts for 0.22% of the portfolio, ranked #44.

Legacy Financial Group (Oklahoma) first reported a position in VTI in Q1 2023 and has held it in 14 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Legacy Financial Group (Oklahoma) held 2,567 shares of Vanguard Morningstar Total Stock Market ETF worth $950K as of Q2 2026.
  • Legacy Financial Group (Oklahoma) bought 2 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $715.
  • Vanguard Morningstar Total Stock Market ETF made up 0.22% of Legacy Financial Group (Oklahoma)'s portfolio in Q2 2026, its #44 holding.
  • Legacy Financial Group (Oklahoma) first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2023 and has held it in 14 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q2 2026, filed 30 Jul 2026.