Vanguard Total Stock Market ETF $VTI Holdings Decreased by Legacy Financial Strategies LLC
by Sarita Garza · The Markets DailyLegacy Financial Strategies LLC trimmed its position in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 9.2% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 52,178 shares of the company’s stock after selling 5,290 shares during the period. Vanguard Total Stock Market ETF comprises 3.1% of Legacy Financial Strategies LLC’s investment portfolio, making the stock its 8th largest position. Legacy Financial Strategies LLC’s holdings in Vanguard Total Stock Market ETF were worth $17,494,000 at the end of the most recent reporting period.
A number of other large investors also recently modified their holdings of VTI. Gallagher Fiduciary Advisors LLC raised its holdings in shares of Vanguard Total Stock Market ETF by 30,685.3% during the 2nd quarter. Gallagher Fiduciary Advisors LLC now owns 150,330,714 shares of the company’s stock valued at $45,690,014,000 after buying an additional 149,842,394 shares in the last quarter. Rakuten Investment Management Inc. purchased a new position in shares of Vanguard Total Stock Market ETF during the 3rd quarter valued at about $15,530,622,000. Mercer Global Advisors Inc. ADV raised its holdings in shares of Vanguard Total Stock Market ETF by 208.2% during the 3rd quarter. Mercer Global Advisors Inc. ADV now owns 1,997,096 shares of the company’s stock valued at $655,190,000 after buying an additional 3,842,502 shares in the last quarter. Vanguard Group Inc. raised its holdings in shares of Vanguard Total Stock Market ETF by 2.7% during the 3rd quarter. Vanguard Group Inc. now owns 60,330,111 shares of the company’s stock valued at $19,798,531,000 after buying an additional 1,561,779 shares in the last quarter. Finally, Corient Private Wealth LLC raised its holdings in shares of Vanguard Total Stock Market ETF by 122.5% during the 2nd quarter. Corient Private Wealth LLC now owns 2,520,364 shares of the company’s stock valued at $766,014,000 after buying an additional 1,387,750 shares in the last quarter. 28.92% of the stock is owned by hedge funds and other institutional investors.
Vanguard Total Stock Market ETF Trading Down 0.1%
Shares of NYSEARCA VTI opened at $335.05 on Friday. The stock has a market cap of $585.40 billion, a price-to-earnings ratio of 24.26 and a beta of 1.01. Vanguard Total Stock Market ETF has a 1-year low of $249.94 and a 1-year high of $344.42. The stock’s 50-day moving average is $332.25 and its 200 day moving average is $333.60.
Vanguard Total Stock Market ETF News Roundup
Here are the key news stories impacting Vanguard Total Stock Market ETF this week:
- Positive Sentiment: Bfsg LLC reported a small increase in its VTI holdings in a recent 13F filing, signaling modest institutional buying that can support demand. Vanguard Total Stock Market ETF $VTI Stake Lifted by Bfsg LLC
- Positive Sentiment: Multiple personal-finance pieces recommend VTI for long-term and tax-aware investors (tech workers and nurses), which tends to sustain retail inflows over time. 3 Vanguard and Schwab ETFs Tech Workers Should Buy During RSU Vesting Years
- Positive Sentiment: Coverage explaining how employees (e.g., nurses) can use VTI in retirement strategies reinforces retail demand from specific demographic groups. How Nurses at Non-Profit Hospitals Can Stash $49,000 a Year Into ETFs Like VOO and VTI
- Neutral Sentiment: Market commentary pointed to a modest early-morning gain tied to easing oil prices and broad market moves — a short-term driver rather than a structural one for flows. Why Is Vanguard Total Stock Market ETF (VTI) Up Today, 4-10-2026?
- Neutral Sentiment: Comparative pieces (VTI vs. VOO and broader allocation discussions) keep VTI top-of-mind for index investors but are unlikely to trigger abrupt flows. Vanguard S&P 500 ETF vs. Vanguard Total Stock Market ETF
- Negative Sentiment: A prominent article argues retirees could boost income by switching from VTI into higher-yield ETFs, highlighting VTI’s low dividend yield — such narratives can encourage rotation out of broad equity ETFs among income-focused investors. Retirees Love This $578 Billion ETF, But Switching to These 2 Could Boost Income by 40%
About Vanguard Total Stock Market ETF
Vanguard Total Stock Market ETF (the Fund) is an exchange-traded share class of Vanguard Total Stock Market Index Fund, which employs a passive management or indexing investment approach designed to track the performance of the of the MSCI US Broad Market Index, which represents 99.5% or more of the total market capitalization of all of the United States common stocks traded on the New York and American Stock Exchanges and the Nasdaq over-the-counter market. The Fund typically holds the largest 1,200 to 1,300 stocks in its target index (covering nearly 95% of the index’s total market capitalization) and a representative sample of the remaining stocks.