Williamson Legacy Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Williamson Legacy Group’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	$247K	Sell	667 -55	-8%	-$19.7K	0.12%	71
2026 Q1	$232K	Hold	722	–	–	0.17%	80
2025 Q4	$242K	Sell	722 -30	-4%	-$9.98K	0.19%	92
2025 Q3	$247K	Hold	752	–	–	0.19%	95
2025 Q2	$229K	Hold	752	–	–	0.19%	102
2025 Q1	$207K	Hold	752	–	–	0.2%	101
2024 Q4	$218K	Hold	752	–	–	0.15%	113
2024 Q3	$213K	Sell	752 -9	-1%	-$2.46K	0.14%	104
2024 Q2	$204K	Buy	+761	New	+$197K	0.15%	89

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Williamson Legacy Group's VTI Position: Q2 2026 in Review

Williamson Legacy Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 7.6% in Q2 2026, selling an estimated $19.7K and leaving 667 shares worth $247K. The position accounts for 0.12% of the portfolio, ranked #71.

Williamson Legacy Group first reported a position in VTI in Q2 2024 and has held it in 9 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Williamson Legacy Group held 667 shares of Vanguard Morningstar Total Stock Market ETF worth $247K as of Q2 2026.
Williamson Legacy Group sold 55 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $19.7K.
Vanguard Morningstar Total Stock Market ETF made up 0.12% of Williamson Legacy Group's portfolio in Q2 2026, its #71 holding.
Williamson Legacy Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2024 and has held it in 9 quarters since.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Williamson Legacy Group's 13F filing for Q2 2026, filed 13 Aug 2026.