Legacy Solutions LLC
VTI icon

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

Legacy Solutions LLC’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
Q3 		$1.7M Sell
4,542
-30
-0.7% -$11.2K 1.3% 16
2026
Q2 		$1.69M Buy
+4,572
New +$1.63M 1.37% 15

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Prime Capital Investment Advisors
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Wealthcare Capital Management
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Gibson Capital
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Obermeyer Wealth Partners
Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

Legacy Solutions LLC's VTI Position: Q3 2026 in Review

Legacy Solutions LLC reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.66% in Q3 2026, selling an estimated $11.2K and leaving 4,542 shares worth $1.7M. The position accounts for 1.3% of the portfolio, ranked #16.

Legacy Solutions LLC first reported a position in VTI in Q2 2026 and has held it in 2 quarters since. 1,377 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Legacy Solutions LLC held 4,542 shares of Vanguard Morningstar Total Stock Market ETF worth $1.7M as of Q3 2026.
  • Legacy Solutions LLC sold 30 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $11.2K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.3% of Legacy Solutions LLC's portfolio in Q3 2026, its #16 holding.
  • Legacy Solutions LLC first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2026 and has held it in 2 quarters since.
  • 1,377 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Legacy Solutions LLC's 13F filing for Q3 2026, filed 7 Oct 2026.