WLG
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Williamson Legacy Group’s Vanguard 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
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 $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B 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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Williamson Legacy Group's VTI Position: Q1 2026 in Review

Williamson Legacy Group held its Vanguard Total Stock Market ETF (VTI) position steady in Q1 2026 at 722 shares worth $232K. The position accounts for 0.17% of the portfolio, ranked #80.

Williamson Legacy Group first reported a position in VTI in Q2 2024 and has held it in 8 quarters since. The position peaked at $247K in Q3 2025. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Williamson Legacy Group held 722 shares of Vanguard Total Stock Market ETF worth $232K as of Q1 2026.
  • Williamson Legacy Group left its Vanguard Total Stock Market ETF share count unchanged in Q1 2026.
  • Vanguard Total Stock Market ETF made up 0.17% of Williamson Legacy Group's portfolio in Q1 2026, its #80 holding.
  • Williamson Legacy Group first reported a position in Vanguard Total Stock Market ETF in Q2 2024 and has held it in 8 quarters since.
  • Williamson Legacy Group's Vanguard Total Stock Market ETF position peaked at $247K in Q3 2025.
  • 3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Williamson Legacy Group's 13F filing for Q1 2026, filed 13 May 2026.