4FG
VTI icon

4Thought Financial Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

4Thought Financial Group’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 		$232K Sell
628
-13
-2% -$4.65K 0.11% 54
2026
Q1 		$206K Buy
641
+21
+3% +$7.05K 0.1% 57
2025
Q4 		$208K Sell
620
-31
-5% -$10.3K 0.1% 49
2025
Q3 		$214K Buy
651
+2
+0.3% +$632 0.11% 50
2025
Q2 		$197K Buy
649
+8
+1% +$2.25K 0.1% 50
2025
Q1 		$176K Sell
641
-37
-5% -$10.7K 0.11% 49
2024
Q4 		$196K Buy
678
+5
+0.7% +$1.46K 0.12% 47
2024
Q3 		$190K Sell
673
-8
-1% -$2.18K 0.12% 49
2024
Q2 		$182K Buy
681
+4
+0.6% +$1.03K 0.11% 51
2024
Q1 		$176K Sell
677
-47
-6% -$11.6K 0.12% 51
2023
Q4 		$172K Sell
724
-9
-1% -$1.99K 0.12% 49
2023
Q3 		$156K Buy
733
+5
+0.7% +$1.11K 0.13% 43
2023
Q2 		$160K Sell
728
-60
-8% -$12.5K 0.13% 44
2023
Q1 		$161K Buy
788
+4
+0.5% +$801 0.13% 43
2022
Q4 		$150K Sell
784
-227
-22% -$43.7K 0.14% 43
2022
Q3 		$181K Sell
1,011
-7
-0.7% -$1.4K 0.18% 45
2022
Q2 		$192K Buy
1,018
+35
+4% +$7.19K 0.18% 46
2022
Q1 		$224K Sell
983
-64
-6% -$14.4K 0.2% 46
2021
Q4 		$253K Buy
1,047
+2
+0.2% +$472 0.2% 46
2021
Q3 		$232K Sell
1,045
-40
-4% -$9.12K 0.2% 47
2021
Q2 		$242K Sell
1,085
-763
-41% -$166K 0.22% 42
2021
Q1 		$382K Buy
+1,848
New +$374K 0.37% 34

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 $44.6B AUM 28.94% 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

4Thought Financial Group's VTI Position: Q2 2026 in Review

4Thought Financial Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2% in Q2 2026, selling an estimated $4.65K and leaving 628 shares worth $232K. The position accounts for 0.11% of the portfolio, ranked #54.

4Thought Financial Group first reported a position in VTI in Q1 2021 and has held it in 22 quarters since. The position peaked at $382K in Q1 2021. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • 4Thought Financial Group held 628 shares of Vanguard Morningstar Total Stock Market ETF worth $232K as of Q2 2026.
  • 4Thought Financial Group sold 13 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $4.65K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.11% of 4Thought Financial Group's portfolio in Q2 2026, its #54 holding.
  • 4Thought Financial Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2021 and has held it in 22 quarters since.
  • 4Thought Financial Group's Vanguard Morningstar Total Stock Market ETF position peaked at $382K in Q1 2021.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on 4Thought Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.