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Disclosery

Legacy Trust: VTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Trust on VTI, newest first. How the timeline and the estimate are built.

Legacy Trust held 2,761 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,761 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $1,021,680.

    13F-HR 0001772483-26-000004 filed by Legacy Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,761 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $885,756.

    13F-HR 0001772483-26-000002 filed by Legacy Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,761 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $925,680.

    13F-HR 0001772483-26-000001 filed by Legacy Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,761 shares
    Change vs previous 13F -20 shares

    0.18% of the 13F portfolio, value $906,077.

    13F-HR 0001772483-25-000006 filed by Legacy Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,781 shares
    Change vs previous 13F -6 shares

    0.21% of the 13F portfolio, value $845,229.

    13F-HR 0001772483-25-000003 filed by Legacy Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,787 shares
    Change vs previous 13F +157 shares

    0.18% of the 13F portfolio, value $765,979.

    13F-HR 0001772483-25-000002 filed by Legacy Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,630 shares
    Change vs previous 13F -15 shares

    0.18% of the 13F portfolio, value $762,200.

    13F-HR 0001772483-25-000001 filed by Legacy Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 2,645 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $748,958.

    13F-HR 0001772483-24-000004 filed by Legacy Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).