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

Legacy Wealth Management (Tennessee)’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	$10.8M	Hold	29,077	–	–	0.56%	14
2026 Q1	$9.33M	Buy	29,077 +882	+3%	+$296K	0.54%	15
2025 Q4	$9.45M	Sell	28,195 -14	-0%	-$4.66K	0.54%	15
2025 Q3	$9.26M	Buy	28,209 +1	+0%	+$316	0.55%	15
2025 Q2	$8.57M	Buy	28,208 +1,213	+4%	+$341K	0.53%	15
2025 Q1	$7.42M	Sell	26,995 -655	-2%	-$190K	0.49%	15
2024 Q4	$8.01M	Buy	27,650 +655	+2%	+$191K	0.51%	15
2024 Q3	$7.64M	Hold	26,995	–	–	0.5%	15
2024 Q2	$7.22M	Hold	26,995	–	–	0.52%	14
2024 Q1	$7.02M	Hold	26,995	–	–	0.52%	14
2023 Q4	$6.4M	Hold	26,995	–	–	0.51%	13
2023 Q3	$5.73M	Sell	26,995 -270	-1%	-$59.8K	0.5%	13
2023 Q2	$6.01M	Buy	27,265 +270	+1%	+$56.3K	0.51%	12
2023 Q1	$5.51M	Buy	26,995 +280	+1%	+$56K	0.49%	12
2022 Q4	$5.11M	Sell	26,715 -300	-1%	-$57.8K	0.49%	13
2022 Q3	$4.85M	Sell	27,015 -106	-0.4%	-$21.1K	0.5%	11
2022 Q2	$5.12M	Buy	27,121 +106	+0.4%	+$21.8K	0.63%	11
2022 Q1	$6.15M	Sell	27,015 -3,002	-10%	-$675K	0.73%	10
2021 Q4	$7.25M	Buy	30,017 +3,534	+13%	+$834K	0.83%	9
2021 Q3	$5.88M	Hold	26,483	–	–	0.74%	9
2021 Q2	$5.9M	Sell	26,483 -254	-0.9%	-$55.1K	0.74%	9
2021 Q1	$5.53M	Buy	26,737 +254	+1%	+$51.4K	0.74%	9
2020 Q4	$5.16M	Hold	26,483	–	–	0.68%	9
2020 Q3	$4.51M	Hold	26,483	–	–	0.69%	9
2020 Q2	$4.14M	Sell	26,483 -700	-3%	-$103K	0.68%	9
2020 Q1	$3.5M	Sell	27,183 -860	-3%	-$133K	0.64%	8
2019 Q4	$4.59M	Buy	28,043 +860	+3%	+$135K	0.7%	7
2019 Q3	$4.11M	Hold	27,183	–	–	0.67%	7
2019 Q2	$4.08M	Hold	27,183	–	–	0.74%	7
2019 Q1	$3.93M	Sell	27,183 -12,310	-31%	-$1.72M	0.77%	7
2018 Q4	$5.04M	Buy	39,493 +13,310	+51%	+$1.84M	1.11%	11
2018 Q3	$3.92M	Hold	26,183	–	–	0.79%	7
2018 Q2	$3.68M	Hold	26,183	–	–	0.86%	7
2018 Q1	$3.55M	Hold	26,183	–	–	0.87%	7
2017 Q4	$3.59M	Hold	26,183	–	–	0.86%	5
2017 Q3	$3.39M	Hold	26,183	–	–	0.86%	5
2017 Q2	$3.26M	Hold	26,183	–	–	0.79%	5
2017 Q1	$3.18M	Hold	26,183	–	–	0.8%	5
2016 Q4	$3.02M	Hold	26,183	–	–	0.79%	5
2016 Q3	$2.92M	Hold	26,183	–	–	0.79%	5
2016 Q2	$2.81M	Hold	26,183	–	–	0.83%	5
2016 Q1	$2.75M	Hold	26,183	–	–	0.83%	5
2015 Q4	$2.73M	Hold	26,183	–	–	0.77%	9
2015 Q3	$2.58M	Hold	26,183	–	–	0.99%	6
2015 Q2	$2.8M	Hold	26,183	–	–	1.15%	5
2015 Q1	$2.81M	Hold	26,183	–	–	1.17%	5
2014 Q4	$2.77M	Hold	26,183	–	–	1%	6
2014 Q3	$2.65M	Hold	26,183	–	–	1.28%	4
2014 Q2	$2.67M	Hold	26,183	–	–	1.25%	4
2014 Q1	$2.55M	Hold	26,183	–	–	1.24%	4
2013 Q4	$2.51M	Hold	26,183	–	–	1.28%	6
2013 Q3	$2.29M	Hold	26,183	–	–	1.3%	5
2013 Q2	$2.17M	Buy	+26,183	New	+$2.17M	1.28%	5

Other funds holding VTI

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

NBS

Narodna banka Slovenska Bratislava $3.49B AUM

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

VCP

Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

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

Legacy Wealth Management (Tennessee) held its Vanguard Total Stock Market ETF (VTI) position steady in Q2 2026 at 29,077 shares worth $10.8M. The position accounts for 0.56% of the portfolio, ranked #14.

Legacy Wealth Management (Tennessee) first reported a position in VTI in Q2 2013 and has held it in 53 quarters since. 1,392 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Legacy Wealth Management (Tennessee) held 29,077 shares of Vanguard Total Stock Market ETF worth $10.8M as of Q2 2026.
Legacy Wealth Management (Tennessee) left its Vanguard Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Total Stock Market ETF made up 0.56% of Legacy Wealth Management (Tennessee)'s portfolio in Q2 2026, its #14 holding.
Legacy Wealth Management (Tennessee) first reported a position in Vanguard Total Stock Market ETF in Q2 2013 and has held it in 53 quarters since.
1,392 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q2 2026, filed 9 Jul 2026.