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 Q2	$4.68M	Sell	12,657 -585	-4%	-$209K	1.43%	11
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 $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

Tred Avon Family Wealth's VTI Position: Q2 2026 in Review

Tred Avon Family Wealth reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 4.4% in Q2 2026, selling an estimated $209K and leaving 12,657 shares worth $4.68M. The position accounts for 1.43% of the portfolio, ranked #11.

Tred Avon Family Wealth first reported a position in VTI in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.85M in Q3 2025. 3,692 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Tred Avon Family Wealth held 12,657 shares of Vanguard Morningstar Total Stock Market ETF worth $4.68M as of Q2 2026.
Tred Avon Family Wealth sold 585 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $209K.
Vanguard Morningstar Total Stock Market ETF made up 1.43% of Tred Avon Family Wealth's portfolio in Q2 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 4 quarters since.
Tred Avon Family Wealth's Vanguard Morningstar Total Stock Market ETF position peaked at $4.85M in Q3 2025.
3,692 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.