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

Legacy Wealth Management (Mississippi)’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 		$4.35M Sell
11,755
-5
-0% -$1.79K 1.12% 14
2026
Q1 		$3.77M Sell
11,760
-431
-4% -$145K 1.08% 17
2025
Q4 		$4.09M Buy
12,191
+7,227
+146% +$2.4M 1.09% 19
2025
Q3 		$1.63M Sell
4,964
-7,360
-60% -$2.32M 0.49% 37
2025
Q2 		$3.75M Sell
12,324
-520
-4% -$146K 1.14% 19
2025
Q1 		$3.53M Sell
12,844
-454
-3% -$132K 1.15% 20
2024
Q4 		$3.85M Sell
13,298
-5,445
-29% -$1.59M 1.53% 15
2024
Q3 		$5.31M Sell
18,743
-175
-0.9% -$47.7K 1.95% 9
2024
Q2 		$5.06M Sell
18,918
-1,987
-10% -$514K 2.14% 9
2024
Q1 		$5.43M Sell
20,905
-198
-0.9% -$49K 2.45% 8
2023
Q4 		$5.01M Sell
21,103
-4,667
-18% -$1.03M 2.41% 7
2023
Q3 		$5.47M Sell
25,770
-2,203
-8% -$488K 2.85% 6
2023
Q2 		$6.16M Sell
27,973
-1,200
-4% -$250K 3.09% 5
2023
Q1 		$5.95M Sell
29,173
-760
-3% -$152K 3.29% 5
2022
Q4 		$5.72M Buy
29,933
+27,200
+995% +$5.24M 3.39% 5
2022
Q3 		$490K Sell
2,733
-1,170
-30% -$233K 0.33% 56
2022
Q2 		$736K Buy
3,903
+880
+29% +$181K 0.45% 57
2022
Q1 		$688K Buy
3,023
+165
+6% +$37.1K 0.36% 61
2021
Q4 		$690K Sell
2,858
-77
-3% -$18.2K 0.35% 64
2021
Q3 		$652K Hold
2,935
– – 0.35% 66
2021
Q2 		$654K Sell
2,935
-40
-1% -$8.68K 0.36% 60
2021
Q1 		$615K Sell
2,975
-4,000
-57% -$809K 0.37% 63
2020
Q4 		$1.36M Sell
6,975
-2,534
-27% -$463K 0.86% 37
2020
Q3 		$1.62M Hold
9,509
– – 1.12% 29
2020
Q2 		$1.49M Sell
9,509
-2,568
-21% -$379K 1.14% 25
2020
Q1 		$1.56M Buy
12,077
+32
+0.3% +$4.95K 1.45% 17
2019
Q4 		$1.97M Buy
+12,045
New +$1.89M 1.72% 7

Other funds holding VTI

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Legacy Wealth Management (Mississippi) reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.04% in Q2 2026, selling an estimated $1.79K and leaving 11,755 shares worth $4.35M. The position accounts for 1.12% of the portfolio, ranked #14.

Legacy Wealth Management (Mississippi) first reported a position in VTI in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.16M in Q2 2023. 3,699 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Legacy Wealth Management (Mississippi) held 11,755 shares of Vanguard Morningstar Total Stock Market ETF worth $4.35M as of Q2 2026.
  • Legacy Wealth Management (Mississippi) sold 5 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.79K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.12% of Legacy Wealth Management (Mississippi)'s portfolio in Q2 2026, its #14 holding.
  • Legacy Wealth Management (Mississippi) first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 27 quarters since.
  • Legacy Wealth Management (Mississippi)'s Vanguard Morningstar Total Stock Market ETF position peaked at $6.16M in Q2 2023.
  • 3,699 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2026, filed 8 Jul 2026.