Legacy Wealth Management »

Vanguard Total Stock Market ETF shares owned by Legacy Wealth Management

Quarter-by-quarter ownership of Vanguard Total Stock Market ETF (VTI) shares owned by Legacy Wealth Management from 13F filings

Historical chart of Legacy Wealth Management investment in Vanguard Total Stock Market ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Total Stock Market ETF held by Legacy Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Total Stock Market ETF by Legacy Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.0M 27k 259.90
2023-12-31 $6.4M 27k 237.22
2023-09-30 $5.7M 27k 212.41
2023-06-30 $6.0M 27k 220.28
2023-03-31 $5.5M 27k 204.10
2022-12-31 $5.1M 27k 191.19
2022-09-30 $4.8M 27k 179.46
2022-06-30 $5.1M 27k 188.64
2022-03-31 $6.2M 27k 227.69
2021-12-31 $7.2M 30k 241.43
2021-09-30 $5.9M 27k 222.07
2021-06-30 $5.9M 27k 222.82
2021-03-31 $5.5M 27k 206.68
2020-12-31 $5.2M 27k 194.65
2020-09-30 $4.5M 27k 170.30
2020-06-30 $4.1M 27k 156.52
2020-03-31 $3.5M 27k 128.90
2019-12-31 $4.6M 28k 163.61
2019-09-30 $4.1M 27k 151.01
2019-06-30 $4.1M 27k 150.09
2019-03-31 $3.9M 27k 144.72
2018-12-31 $5.0M 40k 127.62
2018-09-30 $3.9M 26k 149.64
2018-06-30 $3.7M 26k 140.43
2018-03-31 $3.6M 26k 135.74
2017-12-31 $3.6M 26k 137.26
2017-09-30 $3.4M 26k 129.51
2017-06-30 $3.3M 26k 124.43
2017-03-31 $3.2M 26k 121.34
2016-12-31 $3.0M 26k 115.32
2016-09-30 $2.9M 26k 111.33
2016-06-30 $2.8M 26k 107.17
2016-03-31 $2.7M 26k 104.84
2015-12-31 $2.7M 26k 104.30
2015-09-30 $2.6M 26k 98.73
2015-06-30 $2.8M 26k 107.02
2015-03-31 $2.8M 26k 107.25
2014-12-31 $2.8M 26k 105.98
2014-09-30 $2.7M 26k 101.25
2014-06-30 $2.7M 26k 101.78
2014-03-31 $2.6M 26k 97.47
2013-12-31 $2.5M 26k 95.90
2013-09-30 $2.3M 26k 87.65
2013-06-30 $2.2M 26k 82.69
2013-03-31 $2.1M 26k 80.97
2012-12-31 $1.9M 26k 73.29
2012-09-30 $1.9M 26k 73.64
2012-06-30 $1.8M 26k 69.70
2012-03-31 $1.9M 26k 72.26
2011-09-30 $1.3M 22k 57.70
2011-03-31 $1.5M 22k 68.72
2010-12-31 $1.4M 22k 64.94

More positions owned by Legacy Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Etf (IWB)
Schwab Strategic Tr 1000 Index Etf (SCHK)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core S&p Mcp Etf (IJH)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Hartford Fds Exchange Traded Mun Oportunite (HMOP)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Legacy Wealth Management

Top funds holding Vanguard Total Stock Market ETF

Vanguard Group
Betterment
Us Bancorp
Wealthfront Advisers
Bank of America Corporation
WealthNavi
Hanson McClain Advisors
Creative Planning
HB Wealth Management
Wells Fargo & Company
Ballentine Partners
HPM Partners
Jpmorgan Chase & Co
UBS Group
BKD Wealth Advisors

View all funds holding Vanguard Total Stock Market ETF