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

Legacy Trust’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	$1.56M	Buy	4,186 +1,425	+52%	+$534K	0.26%	73
2026 Q2	$1.02M	Hold	2,761	–	–	0.18%	87
2026 Q1	$886K	Hold	2,761	–	–	0.17%	93
2025 Q4	$926K	Hold	2,761	–	–	0.17%	90
2025 Q3	$906K	Sell	2,761 -20	-0.7%	-$6.32K	0.18%	91
2025 Q2	$845K	Sell	2,781 -6	-0.2%	-$1.69K	0.21%	79
2025 Q1	$766K	Buy	2,787 +157	+6%	+$45.6K	0.18%	86
2024 Q4	$762K	Sell	2,630 -15	-0.6%	-$4.38K	0.18%	85
2024 Q3	$749K	Hold	2,645	–	–	0.17%	88
2024 Q2	$708K	Hold	2,645	–	–	0.18%	87
2024 Q1	$687K	Hold	2,645	–	–	0.17%	92
2023 Q4	$627K	Hold	2,645	–	–	0.16%	92
2023 Q3	$562K	Sell	2,645 -10	-0.4%	-$2.21K	0.16%	92
2023 Q2	$585K	Hold	2,655	–	–	0.16%	92
2023 Q1	$542K	Buy	2,655 +500	+23%	+$100K	0.16%	95
2022 Q4	$412K	Buy	+2,155	New	+$415K	0.13%	106

Other funds holding VTI

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Narodna banka Slovenska Bratislava $3.39B AUM

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Legacy Trust's VTI Position: Q3 2026 in Review

Legacy Trust increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 52% in Q3 2026, buying an estimated $534K and bringing the position to 4,186 shares worth $1.56M. The position accounts for 0.26% of the portfolio, ranked #73.

Legacy Trust first reported a position in VTI in Q4 2022 and has held it in 16 quarters since. 2,627 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Legacy Trust held 4,186 shares of Vanguard Morningstar Total Stock Market ETF worth $1.56M as of Q3 2026.
Legacy Trust bought 1,425 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $534K.
Vanguard Morningstar Total Stock Market ETF made up 0.26% of Legacy Trust's portfolio in Q3 2026, its #73 holding.
Legacy Trust first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 16 quarters since.
2,627 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Legacy Trust's 13F filing for Q3 2026, filed 6 Nov 2026.