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Disclosery

Legacy Wealth Management, LLC: VTI position timeline

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

Legacy Wealth Management, LLC held 29,077 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,077 shares
    Change vs previous 13F 0 shares

    0.56% of the 13F portfolio, value $10,759,653.

    13F-HR 0001488921-26-000004 filed by Legacy Wealth Management, LLC
    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 29,077 shares
    Change vs previous 13F +882 shares

    0.54% of the 13F portfolio, value $9,328,192.

    13F-HR 0001488921-26-000002 filed by Legacy Wealth Management, LLC
    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 28,195 shares
    Change vs previous 13F -14 shares

    0.54% of the 13F portfolio, value $9,452,938.

    13F-HR 0001488921-26-000001 filed by Legacy Wealth Management, LLC
    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 28,209 shares
    Change vs previous 13F +1 shares

    0.55% of the 13F portfolio, value $9,257,382.

    13F-HR 0001085146-25-005904 filed by Legacy Wealth Management, LLC
    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 28,208 shares
    Change vs previous 13F +1,213 shares

    0.53% of the 13F portfolio, value $8,573,257.

    13F-HR 0001085146-25-003950 filed by Legacy Wealth Management, LLC
    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 26,995 shares
    Change vs previous 13F -655 shares

    0.49% of the 13F portfolio, value $7,419,306.

    13F-HR 0001085146-25-002331 filed by Legacy Wealth Management, LLC
    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 27,650 shares
    Change vs previous 13F +655 shares

    0.51% of the 13F portfolio, value $8,013,285.

    13F-HR 0001085146-25-000375 filed by Legacy Wealth Management, LLC
    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 26,995 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $7,643,904.

    13F-HR 0001085146-24-005129 filed by Legacy Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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