TAFW
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Tred Avon Family Wealth’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Tred Avon Family Wealth’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 		$4.25M Buy
13,242
+444
+3% +$149K 1.41% 11
2025
Q4 		$4.29M Sell
12,798
-1,973
-13% -$656K 1.4% 11
2025
Q3 		$4.85M Buy
+14,771
New +$4.67M 1.67% 9

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

Tred Avon Family Wealth's VTI Position: Q1 2026 in Review

Tred Avon Family Wealth increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.5% in Q1 2026, buying an estimated $149K and bringing the position to 13,242 shares worth $4.25M. The position accounts for 1.41% of the portfolio, ranked #11.

Tred Avon Family Wealth first reported a position in VTI in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.85M in Q3 2025. 3,557 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Tred Avon Family Wealth held 13,242 shares of Vanguard Morningstar Total Stock Market ETF worth $4.25M as of Q1 2026.
  • Tred Avon Family Wealth bought 444 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $149K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.41% of Tred Avon Family Wealth's portfolio in Q1 2026, its #11 holding.
  • Tred Avon Family Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2025 and has held it in 3 quarters since.
  • Tred Avon Family Wealth's Vanguard Morningstar Total Stock Market ETF position peaked at $4.85M in Q3 2025.
  • 3,557 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.