LFA
VTI icon

Legend Financial Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Legend Financial Advisors’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
2025
Q1 		– Sell
-6
Closed -$1.76K – 245
2024
Q4 		$1.76K Buy
+6
New +$1.75K ﹤0.01% 201
2024
Q3 		– Sell
-6
Closed -$1.61K – 275
2024
Q2 		$1.61K Buy
+6
New +$1.55K ﹤0.01% 235
2023
Q4 		– Sell
-657
Closed -$140K – 203
2023
Q3 		$140K Buy
+657
New +$145K 0.12% 45

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Legend Financial Advisors's VTI Position: Q1 2025 in Review

Legend Financial Advisors sold out of Vanguard Total Stock Market ETF (VTI) in Q1 2025, closing a stake of 6 shares — an estimated $1.76K sold.

Legend Financial Advisors first reported a position in VTI in Q3 2023 and held it in 3 quarters. The position peaked at $140K in Q3 2023. 3,154 funds tracked by Wall St. Rank hold VTI as of Q1 2025.

  • Legend Financial Advisors reported no remaining Vanguard Total Stock Market ETF position as of Q1 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 6 Vanguard Total Stock Market ETF shares in Q1 2025, an estimated $1.76K.
  • Legend Financial Advisors first reported a position in Vanguard Total Stock Market ETF in Q3 2023 and held it in 3 quarters.
  • Legend Financial Advisors's Vanguard Total Stock Market ETF position peaked at $140K in Q3 2023.
  • 3,154 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2025.

Based on Legend Financial Advisors's 13F filing for Q1 2025, filed 14 May 2025.