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Legacy Trust’s Vanguard 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
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

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
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
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 $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legacy Trust's VTI Position: Q1 2026 in Review

Legacy Trust held its Vanguard Total Stock Market ETF (VTI) position steady in Q1 2026 at 2,761 shares worth $886K. The position accounts for 0.17% of the portfolio, ranked #93.

Legacy Trust first reported a position in VTI in Q4 2022 and has held it in 14 quarters since. The position peaked at $926K in Q4 2025. 3,554 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Legacy Trust held 2,761 shares of Vanguard Total Stock Market ETF worth $886K as of Q1 2026.
  • Legacy Trust left its Vanguard Total Stock Market ETF share count unchanged in Q1 2026.
  • Vanguard Total Stock Market ETF made up 0.17% of Legacy Trust's portfolio in Q1 2026, its #93 holding.
  • Legacy Trust first reported a position in Vanguard Total Stock Market ETF in Q4 2022 and has held it in 14 quarters since.
  • Legacy Trust's Vanguard Total Stock Market ETF position peaked at $926K in Q4 2025.
  • 3,554 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Legacy Trust's 13F filing for Q1 2026, filed 14 Apr 2026.