Shade Tree Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Shade Tree Advisors’s Portfolio VTI Stock Details VTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$93.3M	Sell	252,227 -2,427	-1%	-$868K	54.36%	1
2026 Q1	$81.7M	Buy	254,654 +13,123	+5%	+$4.4M	58.52%	1
2025 Q4	$81M	Buy	241,531 +4,266	+2%	+$1.42M	61.53%	1
2025 Q3	$77.9M	Sell	237,265 -17,349	-7%	-$5.48M	67.39%	1
2025 Q2	$77.4M	Buy	254,614 +20,244	+9%	+$5.69M	67.67%	1
2025 Q1	$64.4M	Sell	234,370 -1,414	-0.6%	-$411K	63.85%	1
2024 Q4	$68.3M	Buy	+235,784	New	+$68.8M	68.9%	1

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Shade Tree Advisors's VTI Position: Q2 2026 in Review

Shade Tree Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.95% in Q2 2026, selling an estimated $868K and leaving 252,227 shares worth $93.3M. The position accounts for 54.36% of the portfolio, ranked #1.

Shade Tree Advisors first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 3,688 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Shade Tree Advisors held 252,227 shares of Vanguard Morningstar Total Stock Market ETF worth $93.3M as of Q2 2026.
Shade Tree Advisors sold 2,427 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $868K.
Vanguard Morningstar Total Stock Market ETF made up 54.36% of Shade Tree Advisors's portfolio in Q2 2026, its #1 holding.
Shade Tree Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
3,688 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Shade Tree Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.