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 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

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Legacy Trust's VTI Position: Q2 2026 in Review

Legacy Trust held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 2,761 shares worth $1.02M. The position accounts for 0.18% of the portfolio, ranked #87.

Legacy Trust first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. 3,693 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Legacy Trust held 2,761 shares of Vanguard Morningstar Total Stock Market ETF worth $1.02M as of Q2 2026.
Legacy Trust left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.18% of Legacy Trust's portfolio in Q2 2026, its #87 holding.
Legacy Trust first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
3,693 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Legacy Trust's 13F filing for Q2 2026, filed 31 Jul 2026.