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 Q3	$97.1M	Buy	259,544 +7,317	+3%	+$2.74M	52.03%	1
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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Narodna banka Slovenska Bratislava $3.39B AUM

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Shade Tree Advisors's VTI Position: Q3 2026 in Review

Shade Tree Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.9% in Q3 2026, buying an estimated $2.74M and bringing the position to 259,544 shares worth $97.1M. The position accounts for 52.03% of the portfolio, ranked #1.

Shade Tree Advisors first reported a position in VTI in Q4 2024 and has held it in 8 quarters since. 1,803 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Shade Tree Advisors held 259,544 shares of Vanguard Morningstar Total Stock Market ETF worth $97.1M as of Q3 2026.
Shade Tree Advisors bought 7,317 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $2.74M.
Vanguard Morningstar Total Stock Market ETF made up 52.03% of Shade Tree Advisors's portfolio in Q3 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 8 quarters since.
1,803 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Shade Tree Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.