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Legacy Wealth Management, LLC / MS: VTI position timeline

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

Legacy Wealth Management, LLC / MS held 11,755 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,755 shares
    Change vs previous 13F -5 shares

    1.12% of the 13F portfolio, value $4,349,820.

    13F-HR 0001214659-26-008317 filed by Legacy Wealth Management, LLC / MS
    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 11,760 shares
    Change vs previous 13F -431 shares

    1.08% of the 13F portfolio, value $3,772,726.

    13F-HR 0001214659-26-004531 filed by Legacy Wealth Management, LLC / MS
    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 12,191 shares
    Change vs previous 13F +7,227 shares

    1.09% of the 13F portfolio, value $4,087,277.

    13F-HR 0001214659-26-000074 filed by Legacy Wealth Management, LLC / MS
    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 4,964 shares
    Change vs previous 13F -7,360 shares

    0.49% of the 13F portfolio, value $1,629,036.

    13F-HR 0001214659-25-015245 filed by Legacy Wealth Management, LLC / MS
    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 12,324 shares
    Change vs previous 13F -520 shares

    1.14% of the 13F portfolio, value $3,745,633.

    13F-HR 0001214659-25-009905 filed by Legacy Wealth Management, LLC / MS
    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 12,844 shares
    Change vs previous 13F -454 shares

    1.15% of the 13F portfolio, value $3,530,045.

    13F-HR 0001214659-25-005342 filed by Legacy Wealth Management, LLC / MS
    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 13,298 shares
    Change vs previous 13F -5,445 shares

    1.53% of the 13F portfolio, value $3,853,893.

    13F-HR 0001214659-25-000164 filed by Legacy Wealth Management, LLC / MS
    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 18,743 shares
    Change vs previous 13F not available

    1.95% of the 13F portfolio, value $5,307,268.

    13F-HR 0001214659-24-020407 filed by Legacy Wealth Management, LLC / MS
    Filed (acceptance time not in the bulk data set), ingested

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