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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
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 $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Shade Tree Advisors's VTI Position: Q1 2026 in Review

Shade Tree Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 5.4% in Q1 2026, buying an estimated $4.4M and bringing the position to 254,654 shares worth $81.7M. The position accounts for 58.52% of the portfolio, ranked #1.

Shade Tree Advisors first reported a position in VTI in Q4 2024 and has held it in 6 quarters since. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Shade Tree Advisors held 254,654 shares of Vanguard Morningstar Total Stock Market ETF worth $81.7M as of Q1 2026.
  • Shade Tree Advisors bought 13,123 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $4.4M.
  • Vanguard Morningstar Total Stock Market ETF made up 58.52% of Shade Tree Advisors's portfolio in Q1 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 6 quarters since.
  • 3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Shade Tree Advisors's 13F filing for Q1 2026, filed 12 May 2026.