Legacy Wealth Management (Idaho)’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Legacy Wealth Management (Idaho)’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	$1.18M	Sell	3,194 -124	-4%	-$44.3K	0.49%	52
2026 Q1	$1.06M	Buy	3,318 +451	+16%	+$151K	0.53%	48
2025 Q4	$961K	Sell	2,867 -260	-8%	-$86.5K	0.46%	51
2025 Q3	$1.03M	Sell	3,127 -421	-12%	-$133K	0.46%	46
2025 Q2	$1.08M	Sell	3,548 -3,467	-49%	-$975K	0.56%	35
2025 Q1	$1.93M	Buy	7,015 +4,388	+167%	+$1.27M	1.36%	19
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

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 Wealth Management (Idaho)'s VTI Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.7% in Q2 2026, selling an estimated $44.3K and leaving 3,194 shares worth $1.18M. The position accounts for 0.49% of the portfolio, ranked #52.

Legacy Wealth Management (Idaho) first reported a position in VTI in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.93M in Q1 2025. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Legacy Wealth Management (Idaho) held 3,194 shares of Vanguard Morningstar Total Stock Market ETF worth $1.18M as of Q2 2026.
Legacy Wealth Management (Idaho) sold 124 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $44.3K.
Vanguard Morningstar Total Stock Market ETF made up 0.49% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #52 holding.
Legacy Wealth Management (Idaho) first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2024 and has held it in 8 quarters since.
Legacy Wealth Management (Idaho)'s Vanguard Morningstar Total Stock Market ETF position peaked at $1.93M in Q1 2025.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.