Vanguard Total Stock Market ETF shares owned by Legacy Wealth Management, LLC / MS
Quarter-by-quarter ownership of Vanguard Total Stock Market ETF (VTI) shares owned by Legacy Wealth Management, LLC / MS
from 13F filings
Historical chart of Legacy Wealth Management, LLC / MS investment in Vanguard Total Stock Market ETF
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Quarterly reported holdings in Vanguard Total Stock Market ETF by Legacy Wealth Management, LLC / MS
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 5.0k | 328.17 |
| 2025-06-30 | $3.7M | 12k | 303.93 |
| 2025-03-31 | $3.5M | 13k | 274.84 |
| 2024-12-31 | $3.9M | 13k | 289.81 |
| 2024-09-30 | $5.3M | 19k | 283.16 |
| 2024-06-30 | $5.1M | 19k | 267.51 |
| 2024-03-31 | $5.4M | 21k | 259.90 |
| 2023-12-31 | $5.0M | 21k | 237.22 |
| 2023-09-30 | $5.5M | 26k | 212.41 |
| 2023-06-30 | $6.2M | 28k | 220.28 |
| 2023-03-31 | $6.0M | 29k | 204.10 |
| 2022-12-31 | $5.7M | 30k | 191.19 |
| 2022-09-30 | $491k | 2.7k | 179.47 |
| 2022-06-30 | $736k | 3.9k | 188.62 |
| 2022-03-31 | $688k | 3.0k | 227.67 |
| 2021-12-31 | $690k | 2.9k | 241.44 |
| 2021-09-30 | $652k | 2.9k | 222.06 |
| 2021-06-30 | $654k | 2.9k | 222.82 |
| 2021-03-31 | $615k | 3.0k | 206.69 |
| 2020-12-31 | $1.4M | 7.0k | 194.64 |
| 2020-09-30 | $1.6M | 9.5k | 170.31 |
| 2020-06-30 | $1.5M | 9.5k | 156.53 |
| 2020-03-31 | $1.6M | 12k | 128.91 |
| 2019-12-31 | $2.0M | 12k | 163.62 |
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