4WM
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
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% +$9.79K 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

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

4J Wealth Management's VTI Position: Q2 2026 in Review

4J Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.6% in Q2 2026, buying an estimated $12.2K and bringing the position to 2,215 shares worth $820K. The position accounts for 0.4% of the portfolio, ranked #43.

4J Wealth Management first reported a position in VTI in Q4 2020 and has held it in 23 quarters since. 1,812 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • 4J Wealth Management held 2,215 shares of Vanguard Morningstar Total Stock Market ETF worth $820K as of Q2 2026.
  • 4J Wealth Management bought 34 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $12.2K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.4% of 4J Wealth Management's portfolio in Q2 2026, its #43 holding.
  • 4J Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,812 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on 4J Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.