4J Wealth Management
VTI icon

4J Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

4J Wealth Management’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 		$829K Buy
2,216
+1
+0% +$375 0.38% 45
2026
Q2 		$820K Buy
2,215
+34
+2% +$12.2K 0.4% 43
2026
Q1 		$700K Buy
2,181
+1
+0% +$336 0.4% 47
2025
Q4 		$731K Buy
2,180
+123
+6% +$40.9K 0.42% 43
2025
Q3 		$675K Buy
2,057
+31
+2% +$9.8K 0.4% 45
2025
Q2 		$616K Hold
2,026
– – 0.42% 45
2025
Q1 		$557K Hold
2,026
– – 0.44% 44
2024
Q4 		$587K Sell
2,026
-10
-0.5% -$2.92K 0.48% 38
2024
Q3 		$576K Sell
2,036
-144
-7% -$39.3K 0.45% 42
2024
Q2 		$583K Buy
2,180
+32
+1% +$8.28K 0.48% 39
2024
Q1 		$558K Sell
2,148
-73
-3% -$18.1K 0.48% 41
2023
Q4 		$527K Sell
2,221
-56
-2% -$12.4K 0.48% 46
2023
Q3 		$484K Sell
2,277
-32
-1% -$7.08K 0.48% 47
2023
Q2 		$509K Sell
2,309
-20
-0.9% -$4.17K 0.49% 47
2023
Q1 		$475K Sell
2,329
-9
-0.4% -$1.8K 0.51% 46
2022
Q4 		$447K Sell
2,338
-110
-4% -$21.2K 0.52% 45
2022
Q3 		$439K Buy
2,448
+19
+0.8% +$3.79K 0.56% 40
2022
Q2 		$458K Buy
2,429
+4
+0.2% +$822 0.58% 37
2022
Q1 		$552K Buy
2,425
+77
+3% +$17.3K 0.48% 38
2021
Q4 		$567K Buy
2,348
+80
+4% +$18.9K 0.48% 41
2021
Q3 		$504K Hold
2,268
– – 0.44% 44
2021
Q2 		$505K Hold
2,268
– – 0.44% 43
2021
Q1 		$469K Sell
2,268
-10
-0.4% -$2.02K 0.44% 45
2020
Q4 		$443K Buy
+2,278
New +$416K 0.43% 46

Other funds holding VTI

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Narodna banka Slovenska
Narodna banka Slovenska Bratislava $3.39B AUM
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

4J Wealth Management's VTI Position: Q3 2026 in Review

4J Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.05% in Q3 2026, buying an estimated $375 and bringing the position to 2,216 shares worth $829K. The position accounts for 0.38% of the portfolio, ranked #45.

4J Wealth Management first reported a position in VTI in Q4 2020 and has held it in 24 quarters since. 2,784 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • 4J Wealth Management held 2,216 shares of Vanguard Morningstar Total Stock Market ETF worth $829K as of Q3 2026.
  • 4J Wealth Management bought 1 Vanguard Morningstar Total Stock Market ETF share in Q3 2026, an estimated $375.
  • Vanguard Morningstar Total Stock Market ETF made up 0.38% of 4J Wealth Management's portfolio in Q3 2026, its #45 holding.
  • 4J Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 24 quarters since.
  • 2,784 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on 4J Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.