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Legacy Investment Solutions’s Vanguard Total Stock Market ETF VTI Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$1.08M Buy
+3,548
New +$998K 0.56% 35
2024
Q4 		$783K Sell
2,627
-369
-12% -$108K 0.5% 36
2024
Q3 		$887K Buy
+2,996
New +$817K 0.52% 30

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Legacy Investment Solutions's VTI Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Vanguard Total Stock Market ETF (VTI) in Q2 2025: 3,548 shares worth $1.08M. The stake represents 0.56% of the portfolio and ranks #35 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in VTI as recently as Q4 2024.

Legacy Investment Solutions first reported a position in VTI in Q3 2024 and has held it in 3 quarters since. 3,218 funds tracked by Wall St. Rank hold VTI as of Q2 2025.

  • Legacy Investment Solutions held 3,548 shares of Vanguard Total Stock Market ETF worth $1.08M as of Q2 2025.
  • Vanguard Total Stock Market ETF was a new Legacy Investment Solutions position in Q2 2025.
  • Vanguard Total Stock Market ETF made up 0.56% of Legacy Investment Solutions's portfolio in Q2 2025, its #35 holding.
  • Legacy Investment Solutions first reported a position in Vanguard Total Stock Market ETF in Q3 2024 and has held it in 3 quarters since.
  • 3,218 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.