LAI
VTI icon

Legal Advantage Investments’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Legal Advantage Investments’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 		$5.2M Hold
14,049
– – 1.82% 12
2026
Q1 		$4.51M Sell
14,049
-650
-4% -$218K 2.33% 13
2025
Q4 		$4.93M Buy
14,699
+500
+4% +$166K 2.28% 13
2025
Q3 		$4.66M Hold
14,199
– – 2.1% 17
2025
Q2 		$4.32M Buy
14,199
+7
+0% +$1.97K 2.02% 17
2025
Q1 		$3.9M Sell
14,192
-50
-0.4% -$14.5K 2.11% 16
2024
Q4 		$4.13M Buy
14,242
+20
+0.1% +$5.83K 2.18% 14
2024
Q3 		$4.03M Sell
14,222
-100
-0.7% -$27.3K 2.21% 14
2024
Q2 		$3.83M Hold
14,322
– – 2.21% 13
2024
Q1 		$3.72M Buy
+14,322
New +$3.54M 2.08% 13

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Legal Advantage Investments's VTI Position: Q2 2026 in Review

Legal Advantage Investments held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 14,049 shares worth $5.2M. The position accounts for 1.82% of the portfolio, ranked #12.

Legal Advantage Investments first reported a position in VTI in Q1 2024 and has held it in 10 quarters since. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Legal Advantage Investments held 14,049 shares of Vanguard Morningstar Total Stock Market ETF worth $5.2M as of Q2 2026.
  • Legal Advantage Investments left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 1.82% of Legal Advantage Investments's portfolio in Q2 2026, its #12 holding.
  • Legal Advantage Investments first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Legal Advantage Investments's 13F filing for Q2 2026, filed 15 Jul 2026.