My Legacy Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

My Legacy 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 Q2	$1.08M	Sell	3,501 -6	-0.2%	-$1.69K	0.38%	77
2025 Q1	$964K	Buy	3,507 +6	+0.2%	+$1.74K	0.37%	78
2024 Q4	$1.03M	Sell	3,501 -23	-0.7%	-$6.71K	0.4%	68
2024 Q3	$998K	Buy	3,524 +23	+0.7%	+$6.27K	0.39%	73
2024 Q2	$937K	Hold	3,501	–	–	0.3%	91
2024 Q1	$910K	Sell	3,501 -92	-3%	-$22.8K	0.31%	94
2023 Q4	$852K	Buy	3,593 +1	+0%	+$221	0.31%	99
2023 Q3	$758K	Sell	3,592 -687	-16%	-$152K	0.31%	97
2023 Q2	$960K	Buy	+4,279	New	+$893K	0.38%	79

Other funds holding VTI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

My Legacy Advisors's VTI Position: Q2 2025 in Review

My Legacy Advisors reduced its Vanguard Total Stock Market ETF (VTI) stake by 0.17% in Q2 2025, selling an estimated $1.69K and leaving 3,501 shares worth $1.08M. The position accounts for 0.38% of the portfolio, ranked #77.

My Legacy Advisors first reported a position in VTI in Q2 2023 and has held it in 9 quarters since. 3,218 funds tracked by Wall St. Rank hold VTI as of Q2 2025.

My Legacy Advisors held 3,501 shares of Vanguard Total Stock Market ETF worth $1.08M as of Q2 2025.
My Legacy Advisors sold 6 Vanguard Total Stock Market ETF shares in Q2 2025, an estimated $1.69K.
Vanguard Total Stock Market ETF made up 0.38% of My Legacy Advisors's portfolio in Q2 2025, its #77 holding.
My Legacy Advisors first reported a position in Vanguard Total Stock Market ETF in Q2 2023 and has held it in 9 quarters since.
3,218 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.